Focused Wealth Management is a SEC Registered Investment Advisory firm committed to providing clients with superior asset management solutions and services. We offer a broad range of investment produc...
Focused Wealth Management is a SEC Registered Investment Advisory firm committed to providing clients with superior asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Focused Wealth Management has developed a special niche for Trusts, Not-for-Profits, Public and Private Endowments, Pension Funds, Foundations and Contingency Funds with 501(c)(3) plan sizes ranging from $10-$25 million. As of June 30, 2014 we manage approximately $419,138,301 in client assets. Our Partners and Team Members are proud of our tradition of investment experience, absolute integrity and unwavering devotion to our clients' portfolios and needs. Our in depth research-driven investment process and extensive analysis identifies securities and investments that we believe drive our portfolios which are designed to provide growth to our clients portfolios, while constantly striving to keep investment costs low.