Why Choose Focus - Focus Asset Management : Focus Asset Management

Our offerings

We work with you in one of three capacities, to provide a broad range of advice and investment products across public and private asset classes, all focused on achieving your financial objectives.

Wealth management

Q: “My main objective is to organize and optimize my financial life – How can you help me have greater peace of mind in not missing important details that could cost me money or create headaches for my family in the future?”

A: Our dedicated team of client advisors offer comprehensive financial planning and investment management expertise. We have the knowledge to support you with all wealth management needs across tax optimization, estate planning, insurance needs, along with other considerations.

Investment portfolio

Q: “How do you provide an investment portfolio that is designed to achieve my financial objectives, regardless of how the markets behave?”

A: We offer a comprehensive suite of investment products which are created to achieve unique diversification for your unique needs

Single investment strategies

Q: “Do you offer access to unique investment strategies that I can’t obtain from an EFT, bank, or robo-advisor?”

A: Our institutional quality team of portfolio managers oversee all of our unique strategies, across all asset classes. Direct access to one or more of these investment products that is easily obtained.

We’re With You All The Way

We focus on family and personal relationships in your life-long wealth planning and wealth management journey. We judge our impact on absolute returns, unrelated to an index. We are never careless with your money, because we personally invest in the same funds as you.

Wealth Planning

Through the combined expertise of our core team and external partners, we provide a wide range of advice and services related to managing and protecting your wealth.

Income Tax Planning, Preparation & Filing

Integrating personal tax planning with your business or holding company can be complicated. We can match you with an experienced firm that is the right fit for your situation and needs.

Estate planning & wills

Estate plans can be straightforward, or they can involve multiple holding companies, beneficiaries, and tax jurisdictions. We can provide introductions to experienced lawyers at established law firms structured to match your specific situation.

Residential Real Estate Advisory

Downsizing into a more manageable owned or leased residence can lower expenses, reduce maintenance, and provide additional capital. We have access to an experienced and professional team to discuss your options along and their impact on your operating and capital budgets.

Small Business Dispositions

From mergers and sales to tax opportunities and contingent disposition costs, we can help you find the best potential advisor for your needs – whether that be a large global firm or the more targeted approach of a boutique advisory.

Insurance

Life insurance can often be used as a planning tool to efficiently transfer accumulating wealth in future years to a meaningful cause, a university or other institution, or next-generation family members.

Educational Seminars

We empower our clients with the best possible financial advice and offer several educational seminars for next-generation family members and spouses. Topics range from the basics of asset management to understanding how an estate plan works.

Our Culture

Our culture is anchored on thefollowing key attributes:

Trust and reputation are unwavering considerations and central to everything we do
Broad range of investment strategies that support preservation while growing capital
Progressive mindset that responds to an ever-evolving investment landscape
Dynamic team with complementary skills and expertise
Partnerships with leading external advisors to deliver comprehensive advice
Strong governance built on external asset custody, disciplined portfolio limits, and high audit standards

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.