OUR CORE VALUES
Focus does not belong to any financial institution and, therefore, has relationships with various institutions. This allows us o offer the best investment jurisdiction to different customer profiles. Independent Consulting: By being 100% independent (not having to represent any ‘brand’ bank), we endeavor to avoid conflicts of interest between the advisor and the client, something which does happen often through a direct relationship between banks and customers.
The main advantages of working with focus investment advisors over a broker dealer
Negotiate bank fees and costs for the client
Advisors work for the client, not for the banks/broker-dealers the specific client’s goals
Search for the most suitable custodian bank and jurisdiction to fit
Offer independent advisory
Offer focus on the client’s goals instead of on the bank’s goals
Offer access to many different bank’s platform, research and different countries for custody
OUR CORE VALUES
FOCUS INVESTMENT ADVISOR LLC
ACCESS TO A NUMBER OF PLATFORMS AND BANKS ANALYSIS
As an Independent Adviser Firm, we may manage client portfolios at various banks in several countries at the same time. We gain access to various bank reports and analysis simultaneously.
Access to multiple banks as operating platform: You choose the bank you want to keep your assets.
We do not have sales-targets related to bank products. Fairness in Financial Advisory means freedom of opinion and ability to offer customers products that stand out in the market, independent from the interests of banks. Reducing the problem of ‘Product-Pushing’ (where the bank ‘pushes’ products onto their customers).
We offer transparency with bank fees. (Details that some financial institutions do not generate and might have internal restrictions preventing them from providing this kind of information to clients.)
ALIGNMENT OF INTERESTS
There is no pressure to achieve sales-goals and/or revenue that banks put on their officers. We work for the client, and no for any bank. Our FOCUS is on the client.
WE ARE CONSULTANTS, NOT SALESMEN
As consultants, we work for the client, representing him/her in front of the banks. This allows us to reduce today’s growing friction which exists between direct relationships of customers and their Banks.
SECURITY, CONFIDENTIALITY, CONTINUITY
Long term Relationship: Avoid the problem of having to talk to new managers due to the high turnover of managers in banks.