The Leverage, Independence, and Support You’re Seeking

Leverage, Independence, and Support Your're Seeking

The world has changed significantly, but our Virtual Ensemble® service offering continues to stand the test of time.

Many advisors are looking for a business model which offers them all the economies of scale and synergy of a traditional ensemble, while allowing them to truly keep their independence and remain in control of all decisions relating to their practice—and their clients.

The Virtual Ensemble® offers advisors the independence, leverage, and support they desire…without the need to join a larger firm. How is this possible?

Here’s what the concept looks like: A group of independent advisors, across the country, with similar business philosophies, are able to consolidate/delegate their non-client-facing activities to an experienced back office team, through a completely Web-based, centralized, integrated suite of non-proprietary technology.

Why consider the Virtual Ensemble®?

It’s Your Business

  • You own and operate your own RIA; this allows you to maintain and develop your identity and brand, within your local community.
  • The Virtual Ensemble® structure can be virtually transparent to your clients, who only have a relationship directly with you.
  • You enjoy a significant amount of leverage, without the need to join a larger firm.
  • You’re able to redirect your time and energy to client relationship and business growth.
  • Keeping a broker/dealer affiliation is up to you.
  • You have the option of leveraging a corporate RIA structure, while keeping your own brand.

A Team of Experienced Professionals Back You Up

  • Your dedicated relationship manager serves as your central point of contact for all back office activities.
  • Practices <$100 million AUM can operate with as few as one staff person.
  • Transition specialists help you make a quick and profitable transition to the new business model.
  • Your practice development team helps you to maintain/develop your unique brand, message, client pieces, and marketing/sales strategies.

You Plug Into an Integrated, Non-Proprietary Suite of Technology

  • The core of the Web-based engine is a fully integrated client relationship and portfolio management system.
  • You can view real-time tracking of all back office activities—including account transfers, trades, and client distributions.
  • You have the scale and resources to continue developing systems and to purchase state-of-the art technology that could otherwise be cost prohibitive.

Choose Your Unique Investment Management Options

  • You can adjust your level of participation in the investment selection and management process.
  • You keep investment discretion for your clients.
  • You can manage most of your clients’ assets within one system, regardless of account size/type.

We'll create a solution that's best for you and your business.

View our unique services that you can outsource with FocusPoint.

View Brochure of Services

Hear from advisors who have partnered with us.

Read 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.

Read Case Studies

We'll work with you every step of the way.

Think of FocusPoint Solutions as your Virtual Ensemble®.

If you'd like to schedule a 30-minute demo to learn more about FocusPoint Solutions' virtual support team and technology offering, contact us. Our goal is to customize a solution to address your unique needs.

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