You CAN create and maintain a business that doesn’t require your constant involvement, yet allows you to keep the level of control you desire. Just ask the many advisors who have chosen us as their trusted partner.
With FocusPoint supporting you behind the scenes, your time is freed up to focus on what you enjoy most—and do best. Confidently outsource your daily back and middle office administrative tasks. Choose when and whether to take advantage of our practice development program.
No two advisors we support are alike, but plugging into our solution has helped get them closer to their goals.
A partnership with FocusPoint means you’re fully equipped to maintain your independence AND control over your ideal business – whatever that looks like to YOU:
- True Autonomy – It’s your business and they’re your clients
- Leverage –Enjoy the resources of a larger firm while keeping your own brand
- Business Model Choices – We support breakaways, existing RIAs, hybrid RIAs, new RIAs, and those who need a bridge RIA
- Dedicated Service and Support –Plug into highly experienced, dedicated service and support team (NOT a call center)
- Investment Manager Options – Choose from an array of flexible and unique investment options, including your own models
- Evolving Technology – We handle this so you don’t have to
- Advisor Community– Collaborate, synergize, and share as needed
- Consistent Costs– Greater control over your operating expenses
- Business Continuity – A large network of advisors and professionals is available in times of crisis
- REAL Practice Development– Let our team guide you and achieve the REAL RESULTS you’re seeking