Wealth Planning

Investments & Planning Process

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Investment Planning & Wealth Management

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Investment Planning and Wealth Management

At Focus Partners Wealth, our advisors provide personalized investment planning and wealth management designed around your goals. We combine advisor-led guidance with institutional-scale research and technology to deliver disciplined, tax-efficient portfolios built to grow and endure. 

Our Fiduciary Investment Philosophy

  • Clients First, Always

    Our fiduciary duty is at the heart of who we are. We manage your assets with the same discipline and care we apply to our own. Acting in your best interest isn’t just our responsibility—it’s a mindset that drives every decision we make.

  • Asset Allocation Sets the Foundation

    Asset allocation drives your portfolio’s returns. Strategically distributing investments across asset classes helps balance risk and growth over time, especially as your needs and economic conditions change. An optimal allocation is essential to a long-term investment strategy.

  • Goals Define Risk Management

    Achieving your goals takes more than generating returns. It requires thoughtful risk management. We evaluate both absolute risk (potential loss) and relative risk (performance against benchmarks) to improve your potential for long-term success.

  • Time Powers Every Plan

    One of the greatest advantages in investing is a long time horizon. While markets react to the moment, we stay focused on the long view. Our priority is to align your goals with an investment plan tailored to your timeline, seeking opportunities that reward discipline and patience.

  • Markets Evolve And So Do We

    Change is constant, and we embrace it. Our scale provides access to deep research and timely insights, empowering us to adapt with clarity and confidence as conditions change, both in our clients’ lives and around the world.

A Platform Built for Personalization

Every investor’s situation is unique. Our platform allows for a multitude of portfolio variations. Behind the platform is our Global Investment Committee, supported by 80+ professionals, proprietary strategy teams, and manager research analysts who identify opportunities designed to deliver enduring value.

  • Implementation Strategies– active, passive, or systematic
  • Risk Budgeting – aligning comfort level with allocation
  • Alternative Investments – diversifying beyond stocks and bonds with private credit, hedge funds, real estate, and more
  • After-Tax Optimization – embedding tax-smart strategies into every step
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Holistic Wealth Management Designed Around You

  • Holistic wealth management: portfolios that connect to your broader financial plan
  • Advisor-led experience: personal guidance with institutional-level research
  • Flexibility and transparency: strategies designed for where you are today and where you want to go tomorrow
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Comprehensive Investment Options and Strategies

We provide access to the full spectrum of investment solutions:

  • Traditional Fixed Income: liquidity, stability, tax-managed solutions
  • Public Equities: long-term growth and compounding
  • Diversifying Alternatives: private credit, reinsurance, market-neutral hedge funds
  • Opportunistic Alternatives: private equity, natural resources, real estate, directional hedge funds

Frequently Asked Questions About Our Investment Planning and Wealth Management

Unlike banks and some regional advisors, we’re a registered investment advisor (RIA) firm where our fiduciary advisors put your interests first. Our investment platform combines personalized guidance with institutional-scale research, alternative investments, and tax-efficient strategies to help your wealth grow and endure.

Being fiduciaries means we’re legally and ethically obligated to act in your best interest at all times. Every investment recommendation and strategy we design is created with your goals, risk tolerance, and time horizon in mind.

We begin by learning your goals, financial situation, and comfort with risk. Then we tailor your asset allocation, implementation, and tax strategy. Our platform allows for hundreds of portfolio variations to fit your unique circumstances.

Yes. In addition to traditional stocks and bonds, we provide access to alternative investment strategies. Depending on your unique situation, your advisor may suggest that these are good tools to diversify your portfolio and help manage risk.

We measure both absolute and relative risk and continually adjust as markets and your needs evolve. This helps your portfolio stay aligned with your goals and time horizon.

Tax-efficient investing means structuring your portfolio and transactions to minimize taxes and keep more of your returns. Our advisors embed tax-smart strategies into each step of your investment plan.

Absolutely. We believe investment management is most effective when it’s part of a holistic wealth management strategy that covers retirement planning, estate considerations, and other financial goals.

You can schedule a conversation with one of our fiduciary advisors to discuss your goals and review your current portfolio. Together we’ll create a personalized investment plan built for the long term.

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    What a Government Shutdown Could Mean for Markets

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  • September 29, 2025

    Two-Minute Market Focus

    How did the markets react in the third quarter of 2025? In this episode, Focus Partners’ Todd Jones shares the latest information on performance, how changing correlations in stocks and bonds could impact diversification, an update on tariffs, and recession indicators.

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