Focus Partners Advisor Solutions is committed to enhancing the wealth management experience for financial advisors and their clients. Offering robust back-office management, research-driven investment models, and best practices, Focus Partners Advisor Solutions features a competitive toolbox of comprehensive, personalized services, enabling advisors to dedicate more time and care to clients.
Dimensional is a family of funds across asset classes. For more than 30 years, it has been translating compelling research into practical investment solutions for clients. We often find that Dimensional funds allow us to best target specific investment factors to achieve client financial goals. Though we receive no commissions from Dimensional for using their funds in client portfolios, we often select their products to best fit our client’s interests.
Fidelity is the primary custodian we use to hold our client’s accounts. All accounts are held in our clients names and our clients always receive monthly reports directly from Fidelity on holdings managed by us. Our ability to independently execute transactions on behalf of clients varies based on the comfort our clients have granting us authority.