Trust is at the core of every decision.
Why Choose Focus?
Whatever your investment objectives, we have the expertise, services, and proprietary tools to find 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
- Investment funds focused on a single asset class
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.
- Core Equity
- Dividend Equity
- Fixed Income
- Credit Opportunities
- Private Debt
- Infrastructure & Real Assets
We are stewards of capital with an evolving view of the world and the factors that impact your investments.
Are Traditional Bonds Now “Risk” Without “Return”?
Our succinct perspective on key investment and wealth-related issues. “Unprecedented” is a word we have heard frequently in the last two years. And while we are reluctant to contribute to its overuse, the extraordinary fiscal and monetary stimulus enacted in the wake of COVID-19 pulled global bond yields to low levels that were truly… unprecedented. […]
Focus’ Executive Chairman Greg Thompson comments on the opportunity that private credit offers high-net-worth investors
Why are sophisticated investors so intrigued by infrastructure?
Our succinct perspective on key investment and wealth-related issues. If you follow the financial news, lately you have heard a lot about “infrastructure.” You have likely seen headlines touting government plans to build new infrastructure – assets and networks that facilitate critical elements of our daily lives and economic activities (think of toll roads, airports, […]