Investment Management
At Focus Wealth Strategies, our team works together to stay on top of market trends and opportunities across a number of sectors. We provide our clients with all of the resources they need to make informed investment decisions to guard and grow their wealth. We're more than just investment managers - we're your partner in financial success.
Investment Planning and Management services include:
Flexible Payment Options
Here at Focus Wealth Strategies, we work with a variety of compensation structures that can be customized to fit each client's needs. That's why we offer the freedom for our clients to choose from different payment options be it commission-based, fee-based and/or asset-based. Our goal is always to be transparent with our clients and fully disclose all fees before any paperwork is signed.
So if you're wondering how we get paid, the answer is: it depends. But rest assured, we'll always work with you to find the best solution for your unique financial situation.
Quarterly Portfolio Summary Reports
We offer quarterly portfolio summary reports as part of our investment management services. These reports provide an overview of current market trends, how your investments are performing and can help you determine whether any adjustments need to be made to meet your financial goals in the future.
Advisory Services Offered Through LPL Financial
Our independent firm has a partnership with LPL Financial, which was founded with the purpose of helping financial advisors offer truly independent financial guidance and investment advice. LPL also offers extensive tools and resources to provide clients with tailored financial guidance and recommendations that suit their individual needs.
Our Services Cover
- Stocks
- Bonds
- ETF’s
- REIT’s
- Mutual Funds
- Annuities
