Trust is at the core of every decision.
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
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
We are stewards of capital with an evolving view of the world and the factors that impact your investments.
The Quarterly Focus – Q4 2022
The following is an excerpt from the quarterly newsletter distributed to clients. 2022: A year to remember, and for some, to forget It may come as a surprise to some (especially those who don’t follow the financial markets), but 2022 will go down in history as one of the worst years on record for most […]
Focus team profile: Yasmeen Seddiq, Senior Principal, Client Advisory
We are pleased to welcome Yasmeen Seddiq who joins the firm’s Client Advisory team as Senior Principal. Get to know Yasmeen as she shares some insights about herself below. What do you do at Focus and what do you enjoy most about your role? Yasmeen: As Senior Principal on the Client Advisory team, I am […]
Quarterly Focus – Q3 2022
The following is an excerpt from the quarterly newsletter distributed to clients. 2022: How diversified are you? Jason Zweig, investment guru and writer of the Wall Street Journal’s “The Intelligent Investor” column, recently wrote about the reality facing many investors so far in 2022 (see Figure 1). The rest of the article goes on […]