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 18

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 […]

Nov 24

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 […]

Oct 19

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 […]