Investment Management

 

Investment management is the supervision of your investment portfolio in order to implement your plan. The investment process at Focus Capital is highly disciplined. We regularly monitor how the market is reacting to the most recent economic data and business news, and then make portfolio adjustments for our clients when appropriate. Our investment management services can help you to:

 

• -Stay in control of your financial future

• -Select the investment strategies that are most likely to help you achieve your goals

• -Monitor your investment performance, both risk and return

• -Accommodate your risk tolerance level, and your unique constraints

• -Coordinate and control your trusts and foundations

• -Update your investment strategy, when it is beneficial for you to do so

Your investments are held in a custodial account at a brokerage firm. We have the ability to place trades in the account - with your prior permission. You always maintain control of your assets. We will also coordinate your managed accounts with your other investment accounts (such as 401k plans).

As hard as we try, there will be areas in which we cannot assist you. Whenever needed, we will refer you to other professional service specialists for additional assistance, or we will consult specialists on your behalf. Any charges by an outside specialist are paid directly to the specialist and are in addition to our fee.

 

Philosophy

Our philosophy is based on decades of investment experience and a belief that active diversification among asset classes and/or investment strategies, based on relative valuation, increases the probability of success. Portfolio diversification is not so much about the number of stocks and bonds involved, as it is about the relationships of assets and their relative proportion within the portfolio.

Our experienced professionals have achieved a proven long-term track record in managing stock and bond portfolios for our clients. We have ample resources available for research and analysis. We offer diversity by offering a number of different portfolios to suit your risk tolerance, and your investment time horizon.