Our Mission Statement

  • To empower our clients to succeed
  • We create lasting partnerships built on a foundation of trust.
  • We utilize our skills, technology, and market insight to provide sound financial guidance.
  • We collaborate with financial professionals to provide thoughtful, focused investment strategies for our clients.
  • We have an unwavering commitment to excellence in everything we do.
  • We're fully engaged in our clients' success

What we offer

Our long-term relationships with our clients give us a first-hand understanding of their world — helping us create strategies and services that are relevant and have the potential to meet today’s and tomorrow’s challenges.

Expanding on our long heritage in fixed income, Financial Focus services and investments now cover a range of asset classes by building specialized capabilities or developing advisory strategies with select third-party institutional managers. Financial Focus provides:

  • Portfolio Monitoring is Comprehensive portfolio review, research and construction helps address specific investor objectives
  • Investment strategies — Bonds, Unit Investment Trusts (UITs), Mutual Funds, Managed Accounts, Fixed Income, stocks and Structured Products
  • Risk Management
  • Bond Services
  • Portfolio Management services
  • Technological services for collecting tracking and or managing all your financial information at one portal
  • Offers extensive portfolio support customized for families, companies and the company’s employees
  • Our Advisory Consultants can create individual portfolios designed to pursue specific investor objectives, such as maximizing income, managing risk, tax-advantaged investing and wealth preservation.
  • Strategic Portfolio Review is a comprehensive portfolio reviews for new and existing holdings. These reviews are presented in a detailed report showing both before and after scenarios. All proposals and reports for you. You can also utilize our online portfolio management and our extensive research with our system to build custom portfolios online.