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.
Whatever your investment objectives, we have the expertise, services, and proprietary tools to find the best solution for your needs. 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.
Whatever your investment objectives, we have the expertise, services, and proprietary tools to find the best solution for your needs. 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.
Services
Founded in 2009, Focus Asset Management is a multi-generational partnership dedicated to long-term capital growth, capital preservation via asset class diversification, and world-class financial advice. Our team of professionals has managed investment portfolios through the most turbulent periods of the last 30 years and we are passionate about helping our clients find the best solutions to meet their financial needs.
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.
We offer a diverse mix of investment strategies across multiple asset classes. Each one has different strengths but all are designed to generate predictable returns and superior long-term results while protecting your capital. An investment portfolio can be customized to meet your specific financial targets, volatility tolerance, and liquidity preference.
Core Equity is a portfolio of publicly traded North American equity securities whose primary objective is compounding capital at attractive rates of return over the long-term. We employ a bottom-up, fundamental approach that targets high-quality businesses trading at a discount to intrinsic value. Our primary focus is mid-cap companies in the Consumer, Industrial, Financial, Healthcare & Technology sectors.
Dividend Equity takes a total return approach by emphasizing attractive dividend yields along with long term stock price appreciation. It aims to provide investors with a stable and growing stream of after-tax income along with long-term capital growth by investing in a concentrated portfolio of undervalued high quality North American equities.
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