Your Success is a Team Effort
When you partner with your advisor, you also gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, your advisor will orchestrate a bespoke plan, tailored to your situation.
Your team of dedicated professionals is constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on putting your interests first.
A Community Empowers Your Advisor
Focus Partners Advisor Solutions is a practitioner of a fiduciary approach and was founded on the belief that there’s a better way for people to invest. It is a learning organization, actively collaborating to solve complex problems for our clients. Our colleagues focus on a variety of investment areas and you can rest assured that your advisor is backed by a community of financial and investment professionals collaborating and supporting you on your investment journey.
Your advisor is your steward. But they’re backed by a team of like-minded professionals.
Your Advisory Team
Advisors are out front, visible and proactive. Their focus is collaborating with you in designing a strategic plan, working with you during life’s inevitable transitions and educating you along the way. They are always available to provide support and guidance during your journey.
The Broader Focus Partners Family
Our firm’s network of innovative specialists share investment and planning insights with your advisor so you always benefit our latest knowledge.
Other Professionals
We collaborate with industry leaders and strategic partners to incorporate their insights into your plan. Your advisor generally works with other professional advisors, such as attorneys and CPAs, to ensure your tax, investment and estate strategies are cohesive.
Our Investment Strategy is Continuously Evolving
Your investment approach is informed by both Focus Partners’ Investment Policy Committee and Planning Committee. This collaboration results in a strategy combining strong convictions and a passion to progress.
By relying on research to guide investment decisions, it can slow down the implementation of new strategies. But that is ok—your financial wellbeing is too important to leave to chance.
As investments and markets evolve, your advisor will continue to do the research, so you don’t have to.
Sample List of Areas to Continuously Explore
Monetary Policy
Tax Policy
Financial Planning Strategies
New Asset Classes
Rebalancing Methodologies
Retirement Income
Optimizing Debt
Enhanced Cash Management
Income Guarantees
Alternative Currencies Like Cryptocurrency
Private Equity
Enhanced Personalization
ESG Strategies
Holistic and Comprehensive: The Power of Community in Planning
Your advisor’s home base is supported through multiple teams, including portfolio managers, traders, investment researchers and bond portfolio teams. Guided by the IPC and Planning Committee, these teams tirelessly work together to support every aspect of your planning pyramid and implement strategies on your behalf.
This frees up your advisor to focus on what matters most—you and your financial well-being.
Together, our community supports you and your advisor with strategic thinking from a deep bench of specialists—setting you on a path directly towards your impact, life and money goals.
How Your Advisor Can Add Value
The value of working with a professional team extends well beyond the returns you earn on your investments. According to a Vanguard study, professional support across implementation, rebalancing, behavioral coaching, tax management and spending strategies has the potential to add about 3% in total net returns each year!
Potential Value Added for Client
0%
Suitable asset allocation using broadly diversified funds/ETFs1
0.30%
Cost-effective implementation (lower expenses)
0.14%
Rebalancing
0-2.00%
Behavioral coaching
0-0.60%
Asset location
0-1.20%
Spending strategy (withdrawal order)
>0%*
Total-return versus income investing
3%
Total potential value added in net returns2
Pursuing Better Outcomes
It begins with your advisor but doesn’t end there. They are backed by a community of professionals dedicated to helping clients realize their life and wealth goals.
Unlike some in the financial industry, your advisor will approach your investment experience with care and dedication. Our diversifying methodology involves working tirelessly to find ways of potentially improving your outcomes at all stages of your financial journey.
Ready to take the next step?
Contact your advisor to learn more.