First and foremost, it's important to understand that absolutely everything about our solution has been built for advisors, by advisors. This is what makes us different from anything else available throughout our industry. We understand the issues you may be facing because we've faced them ourselves—and we've designed our systems to address what you and your clients really need.
FocusPoint's unique turnkey solution has been growing and maturing since 1990 when our founder, Brent Hicks, began developing systems, software, and processes to support his own RIA.
An early adopter, Hicks—and his businesses—have always been on the cutting edge. He started his financial advisory business in 1982, becoming a CFP® professional in 1989. Sensing the future of the planning industry, in 1990 Hicks decided to form his own RIA and transition completely from commissions to fees. Throughout the 1990s, his practice grew and matured; today The H Group is a highly respected wealth management firm with offices throughout Oregon.
During this time, many other advisors came to Hicks for advice on how they, too, could transition their own practices to fees, asking him to show them how to recreate what he had developed. Some of these advisors chose to join forces with Hicks, under the banner of The H Group, in order to take advantage of his advisor—minded systems, investment management knowledge and virtual office. Others preferred to operate under their own brand identity yet still utilize what he had already created. Several advisors encouraged Hicks to create a solution to accommodate advisors outside of The H Group. These discussions helped us realize that there are many advisors all over the country who are also interested in learning from our experience and plugging into what we've already created: An integrated, non—proprietary, systemized fee—based platform that gives them the means to build and grow a truly thriving business.
Therefore, Hicks decided to spin off what he had created to support other advisors on a national, private label basis. And FocusPoint Solutions was born.
Today, we help our private label partners file their own RIA and create their own marketing materials (under their own identity), while still utilizing the systems that have been in place and evolving for almost 20 years. The main questions FocusPoint has always and will continue to ask—are in keeping with the following themes:
FocusPoint currently works with RIA firms nationwide. We're constantly in search of forming long—term partnerships with the best advisors in the country.
“FocusPoint is, hands down, my most important relationship.”
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