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Education & Insights

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.

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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.

  • May 05, 2026

    When a Plan Works

    March’s sharp market drop and quick recovery underscored that diversification, staying invested, and following a sound plan can carry investors through uncertain periods.

    Watch the video

  • May 01, 2026

    Quarterly Focus Perspectives Webinar: What’s Moving Markets Now

    In a rapidly shifting market landscape, staying informed can be a strong advantage. This in-depth webinar explores the forces shaping portfolios in 2026.

    Watch the video

  • April 30, 2026

    Solo Seniors: How to Create a Strong and Reliable Support System

    In this session, Joan Garbow, Aging Life Care Director, explores how individuals aging without a built-in support system can remain independent, protected, and in control through proactive planning. The presentation reframes aging support as something that can be intentionally designed, rather than assumed, long before a crisis occurs.

    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.

  • May 28th, 2026 | 11:00 a.m. Central

    Virtual

    Making Sense of Your Tax Return

    What can you tax return tell you about your finances? This webinar explores the meaning behind the numbers.

    Event Details

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