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About Focus Partners

Education & Insights

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

Events

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.

Connect With An Advisor

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.

  • April 07, 2026

    The Hidden Cost of Waiting for a Better Entry Point

    Successful investors know the biggest risk isn’t investing in the market at the wrong time—it’s never investing in the first place.

    Watch the video

  • March 30, 2026

    Two-Minute Market Focus

    A sustained kinetic conflict with Iran has created upside risk in energy prices since the start of the year. In this episode, Focus Partners’ Todd Jones explores if energy inflation is starting to seep into consumer prices, performance trends, and correction/recession indicators.

    Listen to the podcast

  • March 30, 2026

    Bear Market vs. Bull Market: What Retirees Need to Know

    Learn the difference between bear markets and bull markets and how retirees can respond. Discover how to protect retirement income and long-term wealth.

    Read the article

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.

  • April 16th, 2026 | 11:30am CDT

    Virtual

    Estate Planning 101

    Estate planning doesn’t have to be overwhelming. The first step is understanding your goals—protecting your family, simplifying the future, and ensuring your wishes are honored. A thoughtful plan can bring clarity, reduce stress, and create a lasting legacy. 

    Event Details

  • April 29th, 2026 | 11:00 a.m. CT

    Virtual

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

    Join our aging expert for a free webinar on creating reliable support systems for solo seniors. Learn proactive strategies to secure freedom and peace of mind.

    Event Details

  • April 30th, 2026 | 11:00am CDT

    Virtual

    Quarterly Focus Perspectives Webinar: What’s Moving Markets Now

    In a rapidly shifting market landscape, staying informed can be a strong advantage. Join us for an in-depth webinar exploring the forces shaping portfolios in 2026.

    Event Details

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