• Back Office
• Portfolio Management
• A Solution That Makes Sense
• Your Investment Philosophy
• One Advisor's Experience
• How We Do It
• The Ideal Solution?
• Strategic Guidance
• Compliance & Technology

Remember that all of FocusPoint's systems truly have been designed entirely by advisors, for advisors.

Because of our background as advisors, we have unique insight into the challenges you may be facing. That's why, several years ago, our founder decided to create what he felt was the perfect solution. Our portfolio management process was designed—and continues to evolve—around what advisors really need.

Here's what makes our portfolio management solution different:

First, we know how important it is for you to remain in control of your client experience. This is why we've created a unique system which allows us to manage portfolios for you, at your discretion.

At the same time, we know that in a perfect world, you probably wouldn't be spending very much time on investment research. You'd prefer to be doing what you enjoy most and do best: meeting with clients and/or gathering assets. Advisors who work with us are freed up to do just that.

We believe our system is a perfect solution since the vast majority of the research and maintenance work is done by our investments team, so that at the end of the day you're able to make informed decisions—yet spend only a handful of hours each month on portfolio management.

Next, we realize every advisor's situation is unique. It's likely that you may need us to build around existing assets and accommodate accounts of various types and sizes.

That's why our portfolios are FLEXIBLE—they can be customized to accommodate specific needs and clients. We'll help you get all of your existing assets and accounts organized—immediately and based on what's best for your clients. Unlike other money managers, we never force everything into cash—we work together with you to do what's in your clients' best interests.

We can also implement your investment philosophy or models of your construction. Our models are designed with a particular range of return in mind; for example, you might put a more conservative client who needs a 7% rate of return into a Portfolio 4—which is designed to return, net of your fee (which includes ours) between 7—8% over a 20—year basis. In terms of performance, our goal is to outperform a perfect blend of benchmarks by 150—200 bps.

Finally, we know you are fiercely independent. We are a true private label solution. FocusPoint is completely INVISIBLE to your clients. One of the main things that sets our services apart from other providers is that we never require your clients to sign an agreement with us; we support you, the advisor.

We don't dictate how you manage your practice; we simply provide you with tools, leverage, and a highly scalable business model. On a similar note, our systems are non—proprietary; we designed them to be compatible with any planning process or software you might use.

Within our systems, advisors can run customized client presentations, including a planning checklist, investment policy statement, and complete, clearly defined investment philosophy. You're welcome to use anything we have already created, or edit whatever you like to suit your unique needs. Everything advisors create from our systems displays their own unique RIA logo, color scheme, and brand.

In summary, advisors who work with us have been amazed at the simplicity of our systems and the strategies our team can provide. They find they are able to consolidate most assets into a streamlined, manageable, controlled fee environment, while increasing revenue and the intrinsic value of their business.

>> Your Investment Philosophy