Focus Point Solutions RIA Solutions

Hire a Co-Pilot and Elevate Your Business This Year

Definition of Copilot:

a qualified pilot who assists or relieves the pilot but is not in command

Are you ready to elevate your business to its highest level yet? It's time to get excited. You CAN accelerate past the competition with the consistency, expertise, dedication, and trusted partnership of FocusPoint Solutions. Transform your business into one that's not designed for the masses—it's built specifically for you.

Our firm has spent the past 14 years at the forefront of the RIA industry, dedicated to providing incredibly powerful solutions to the RIA marketplace. We create truly custom solutions and business plans to empower advisors who are serious about accelerating their success. Break the mold and let FocusPoint be the powerful engine that drives your business to even greater heights.

FocusPoint:

  • Creates truly custom solutions and business plans, individually designed for every advisor we support.
  • Has debunked the myth that in order to be successful, you must join a larger firm (just ask the 70+ advisors we support nationwide).
  • Has engineered a proven model for the powerful support engine that transforms fee-based businesses to thriving RIAs.
  • Empowers advisors to design their very best businesses—ones they're excited to work for.
  • Attractsand retains—the RIA industry's top talent (our core team members have each been with FocusPoint for 10-15 years).
  • Inspires confidence in advisors to outsource to an experienced and knowledgeable team who can responsibly handle their busywork.
  • Has diligently selected and developed integrated, cutting-edge resources and technology to re-energize RIAs.
  • Is a co-pilot to advisors going through the process of RIA formation.

Are you ready to be incredibly successful? Do you recognize a need to delegate, yet feel an unwavering need to remain firmly at the helm of your business? With FocusPoint's virtual team as your co-pilots…and our innovative, integrated resources as your support engine, you'll be well on your way to a higher level of success.

Here is FocusPoint Solutions' brochure of services. Here are some real-life case studies involving advisors FocusPoint Solutions has helped to successfully transition to new business models, while supporting them with an experienced virtual team and integrated technology. Finally, here are the starting points for a few service model options FocusPoint Solutions offers to advisors.


If you're serious about accelerating your success, we'd love to hear from you.

Contact us at (866) 201-3034 or info@focuspointsolutions.com to schedule a 30-minute demo to learn more about FocusPoint Solutions' virtual support team and technology offering. Our goal is to customize a solution to address your unique needs.

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What Our Advisors are Saying

“It was pretty common for me to have a client with a directly held mutual fund account, a brokerage account at my IBD, a variable annuity account, and a managed account at a third-party money manager. Now you’ve got four different sets of forms, four different websites, four different 800-numbers, four different statements coming in, and so on. So from a staff - and client - standpoint, to become familiar with all of that is just impossible. We’ve now simplified everything. We have procedures and policies manuals in place, checklists, everything. And all we had to do it for was one custodian, so that was helpful. This all gives me peace of mind when I’m out of the office as well.”

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3395 SW Garden View Ave.
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PORTLAND, OREGON 97225

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(866) 201-3034

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