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Focus Investment Advisors - Encinitas, CA

Call Us: (760) 230-1880

 

Investment Consulting

Why hire a consultant?

Are your investments effectively being managed to pursue your goals? As Investment Consultants we recommend the form of retirement planning that best addresses your specific needs. FIA Investment Consultants conduct money manager searches and monitor portfolio performance. In addition, we provide investment policy and asset allocation services. Our in house, proprietary FOCUS 5 step process of investing is what sets FIA Investment consultants apart. 

Focus Investment Advisors seeks methods and strategies to enhance the results of our clients’ portfolios. The scope of services offered to our clients includes, but is not limited to:

  • Investment policy development
  • Asset allocation modeling
  • Asset / liability analysis
  • Traditional asset class research
  • Alternative asset class research
  • Manager selection
  • Fee analysis
  • Performance measurement & evaluation
  • Performance analysis
  • 401(k) / 403(b) investment design
  • Client education

Investment Management Process:
THE FOCUS 5 STEP PROCESS

Why we are Different