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Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

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As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Churchill Management Group

Churchill Management Group is Now Focus.

Focus has acquired Churchill Management Group. The transaction closed in the third quarter of 2025 following the satisfaction of customary closing conditions. Churchill contributed approximately $9.4 billion in regulatory assets under management, based on figures as of March 31, 2025.

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Enjoy some of our latest resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • June 16, 2026

    Designing Your New Life in Retirement

    Discover how to turn retirement into your most meaningful chapter yet.

    Watch the video

  • June 16, 2026

    What the Return of the IPO Means for Investors

    Initial public offerings are gaining momentum in 2026 with several high-profile companies preparing to go public. We take a deeper look at what this could mean for you.

    Read the article

  • June 16, 2026

    What a Kevin Warsh Fed Chairmanship Could Mean for the Markets

    Blerina Hysi breaks down how a Warsh-led Fed could impact markets.

    Watch the video

Upcoming Events

As passionate communicators and educators, we offer a variety of programs for our clients and community. Participate in nationally coordinated informational sessions with our industry thought leaders, local education programs, client celebrations and special events. Our Focus Connects suite of educational programs includes webcasts, blogs, videos, seminars and more — so you can join us in whatever way you find most engaging.

  • June 25th, 2026 | 11:00am CT

    Virtual

    Understanding Trump Accounts

    Join Jeff Levine, Chief Planning Officer at Focus Partners, as he breaks down Trump Accounts, and what to watch for as regulations continue to take shape.

    Event Details

  • July 15th, 2026 | 11:30am Central

    Virtual

    Personal Liability Insurance: Coverage, Market Conditions, & Trends

    What do umbrella policies actually cover? Our team shares strategies to protect your wealth against rising liability risk.

    Event Details

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