Quietly Building Wealth.

Focus is an innovative wealth management firm dedicated to providing world class financial advice and long-term growth of capital. Over the last 30 years, our team of experts has helped individuals, families and foundations achieve their financial goals and find the best solutions for their unique needs.

Trust is at the core of every decision.

Ted Conrod

Why Choose Focus?

Whatever your investment objectives, we have the expertise, services, and proprietary tools to provide the best solution for your needs. We provide a broad range of advice and investment products across public and private asset classes, while working with families and foundations in one of three capacities:

Full range of family office services and advice, including investment portfolios
Investment portfolios diversified across multiple asset classes
Access to any one of our individual investment funds

Investment Strategies

We offer a diverse mix of investment strategies across multiple asset classes. An investment portfolio can be customized to meet your specific financial targets, volatility tolerance, and liquidity preference.

Infrastructure & Real Assets
Private Debt
Absolute Return
Core Equity
Dividend Equity
Fixed Income
Credit Opportunities

Broad expertise. One goal.

From dedicated financial planners to world-class asset managers, the Focus team represents diverse experience and broad expertise, resulting in a dynamic mix of talent that is focused on a single goal: achieving results.

We are stewards of capital with an evolving view of the world and the factors that impact your investments.

Greg Thompson

Insights

Keep up to date with unique perspectives on the latest market trends, strategies, and more.

View Insights

Jan 31

U.S. Stocks, Valuation and the Greatest Run of All Time

In December 1992, Archie Karas walked into The Mirage in Las Vegas with $50 to his name and the kind of quixotic self-confidence known only to gamblers. Borrowing $10,000 from a fellow poker player, the 42-year-old Greek-American sat down at a poker table ready to make—or lose—millions. Within hours, he turned $10,000 into $30,000 and […]

Oct 29

An evening with David Rosenberg and Jeff Hales: “Macro meets Micro”

Our succinct perspective on key investment and wealth-related issues. Five key takeaways from our “Macro meets Micro” evening with David Rosenberg and Jeff Hales Last week we welcomed our clients and friends to the Park Hyatt for a lively discussion between economist and founder of Rosenberg Research, David Rosenberg and Focus’ own portfolio manager, Jeff […]

Jul 15

The Quarterly Focus – Q2 2024

The following is an excerpt from the quarterly newsletter distributed to clients. Q2 2024 – The Return of Exuberance The global economy once again remained resilient this quarter. After several years managing dislocations caused by the COVID-19 pandemic and the commodity price shock from the war in Ukraine, policymakers have largely restored price stability. Inflation […]