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.
Our culture is anchored on the following 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
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.
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.