Break Away and Break the Mold

Have you heard the MYTH that in order to be successful, you must join a larger firm? (We know it’s not true, and so do the 75+ advisors we support nationwide.)

Our established breakaway solution can actually help you GROW…while giving you the ability to maintain true independence. We’ve seen, over and over again, that the proven model and powerful support engine we’ve engineered transforms fee-based businesses into thriving RIAs.

Break away, break the mold, and let FocusPoint be the catalyst that accelerates your success. We’ve been helping advisors transition to true independence for over 14 years, and we’re dedicated to creating truly custom solutions to empower them. Plus, advisors can utilize our turnkey, high touch, digital marketing program to help them attract even more business.

Think of us as your Virtual Ensemble®, allowing you to enjoy all the benefits of a larger firm–while keeping your own identity and remaining in control of all decisions relating to your business.

Seeking true independence, the advisors we support have consolidated their non–clientfacing activities through a Web-based, centralized engine. They keep their own RIA while having the option to outsource activities such as investment research, trading, reporting, and billing to an experienced virtual team. We provide advisors with complete transition planning and assistance…even practice development and marketing–all at a lower cost than they could negotiate on their own.

Plug into the consistency, expertise, dedication, and trusted partnership of FocusPoint Solutions. And transform your business into one that’s not designed for the masses–it’s built specifically for you. We design truly custom, innovative solutions and business plans for every advisor we support.

We'll create a solution that's best for you and your business.

View our unique services that you can outsource with FocusPoint.

View Brochure of Services

Hear from advisors who have partnered with us.

Read some real-life case studies involving advisors FocusPoint Solutions has helped to successfully transition to new business models, while supporting them with an experienced virtual team and integrated technology.

Read Case Studies

We'll work with you every step of the way.

Think of FocusPoint Solutions as your Virtual Ensemble®.

If you'd like to schedule a 30-minute demo to learn more about FocusPoint Solutions' virtual support team and technology offering, contact us. Our goal is to customize a solution to address your unique needs.