The entire FocusPoint team is comprised of highly experienced, knowledgeable professionals who are all exceptionally qualified for the roles they play in the advisor support process. Each person has been individually selected because of his or her unique abilities and background in the RIA and financial services world.
As you begin talking and planning with us, you'll get to know each of the following key team members.
Initially, these integral people will serve as your support system as you make a decision about partnering with FocusPoint. They'll also work closely with you to develop and implement your unique transition plan.
Once you decide to work with us, on an ongoing basis, you'll have one central point of contact in our back office—but this core team will always be available to you for assistance and communication.
“As a traditional ensemble firm with over 20 years in the business, we could afford to bring on our own employees, but then we’d have to find the right people, make sure they were trained and had the right systems, supervise them, manage the human aspects that come with that type of a working relationship, create an investment committee, and more. Frankly, I don’t want the headaches that come with more people and systems.”
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