A Road Map to Success
The foundation of Focus Capital Partners Private Wealth’s business model is sound, objective advice that aims to mitigate risk and maximize reward.
As a company that is reshaping the industry, Focus Capital Partners Private Wealth &Partners offers a wide choice of investment vehicles and cutting-edge technology. Drawing on these vast resources, the Focus Capital Partners Private Wealth professionals help construct tax-efficient portfolios tailored to clients' individual needs, aspirations, and risk appetites.
When creating a client portfolio, it is our objective to be both dynamic and responsive. Our goal is to create a needs-based asset allocation based on our client’s goals. We believe this requires an ongoing dialogue with our clients to help ensure that we are always abreast of their ever-changing goals and risk tolerance. We must also be mindful of the financial markets and the significant changes which can occur. This flexible portfolio structure and open dialogue result in a dynamic strategy that can evolve to help meet client needs.
- Determine needs, goals and objectives.
- Develop an asset allocation strategy to help implement goals and objectives.
- Select appropriate investment managers to oversee each asset category.
- Review the investment program
Securities and advisory services offered through Wiley Bros. - Aintree Capital, LLC/&PARTNERS (SM), Member FINRA, SIPC
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.