Who manages the assets?
With FocusPoint Solutions as your business partner, you have access to a full-time Research Committee (also referred to as Investment Policy Committee), comprised of a team of credentialed CFAs, as well as several veteran financial advisors and operational/compliance staff. (Click here to learn more about our Research Committee.) You participate fully in the decision-making process and ultimately “own” the investment management decisions. We make sure you are in the position of providing a service to your clients, so that you can truly say “these are the changes WE are making in your portfolio.” We can manage your model portfolios OR you may choose to utilize the fully diversified, institutional portfolios we’ve designed and managed since 1994. The Research Committee guides and coordinates a clearly disciplined investment management process. We have created a system of daily, weekly, monthly and quarterly communications and discussions that involve all advisors we support. You will nev
