Investment Management

Home » Investment Management

Our process starts by giving advice based on your time horizon, risk tolerance, and expectations.

At Focus Planning Group, we’re committed to putting clients first. That’s why we provide a diverse range of portfolios created to help secure your financial future.  Whether that means investing in stocks, exchange-traded funds, bonds, or mutual funds the strategies we offer are designed to be part of a plan that supports your financial well-being. Backed by independent research, each portfolio we offer is built for the long term, managed with a keen eye on risk, and created to put your needs front and center, where they belong. We play a vital role on your path to financial security; from helping you plan for the lifestyle you want to connecting you to the options that are right for you. Our carefully managed lineup of portfolios allows us to focus on your goals—and to create a holistic plan to reach them.

Complete Financial Analysis

Before we create your portfolio, it is important that we spend some time learning more about you and your unique situation. We will review your current financial position, investment objectives, and goals, and ask questions to determine your time horizons and tolerance for risk. The information sets the framework for us to recommend appropriate investment strategies.

Click here to view our unique process.

We Engineer Risk to Fit Your Portfolios

The following tool is built on the academic framework called Prospect Theory that won the Nobel Prize for Economics in 2002, we pinpoint your risk tolerance using math, and engineer portfolios that match your expectations and emotions.

We Pay Attention to Market Trends.

As a boutique style firm we feel there is no need to blindly invest your assets. While we believe Modern Portfolio Theory and low cost investing is the best approach to managing individual portfolios, we feel that we can add value using technical analysis to help predict patterns and trends. We primarily use as an overall strategy to compliment our models while making decisions on when to enter and/or exit the market.

Simplified Performance Reporting

Focus Planning Group simplifies tracking your investments while making everything you own transparent, understandable, and controllable.

Complete transparency into every single account and investment.  See what you’re actually invested in.

Take advantage of our Complimentary Stress Test Offer and get a better understanding of your investment portfolio.

Dividend Stock Portfolio

High quality dividend paying stocks
Learn More

ETF Asset Allocation Series Portfolios

Low cost models
Learn More

Low Volatility Portfolio

Built for volatile times
Learn More

Total Return Portfolio

“Trust Style” approach
Learn More

Fixed Income Portfolios and Offerings

Individual bond strategies
Learn More

Work with Us.

Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.