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    • Home
    • About US
      • Who We Are
    • SERVICES
      • Financial Planning
      • Investment Management
      • Insurance Planning
      • Public School Employees
    • CONTACT US


  • Home
  • About US
  • SERVICES
  • CONTACT US

Investment Management

Making sound investment decisions is critical to building wealth and achieving your goals.

Managing your own investments is time consuming, can leave you second guessing yourself, and making classic investment mistakes you did not even know you were making.  We provide a combination of sound advice, and an independent platform that offers a complete suite of investment management services and strategies.  Whether generating additional retirement income is your need, or determining how much of your company’s stock you should sell to limit risk, we can provide you with guidance and a solution.  Our partnership with American Portfolios gives us the freedom to service our clients in the best way possible. 


 Investment Management Services:

  • Qualified Retirement Plans – IRAs, 401(k), SEP, SIMPLE 
  • Non-Qualified Investments – Brokerage, Individual/Joint Accounts
  • Custom Actively Managed Portfolios of Stocks and Bonds
  • Low Cost ETF/Index Strategies
  • Incentive Stock Option Strategies
  • Concentrated Stock Holding Strategies
  • Lifetime Income Strategies 


View the background of your financial professional

 Securities offered through American Portfolios Financial Services Inc. (APFS) Member FINRA/SIPC. Investment Advisory services offered through American Portfolios Advisors Inc. (APA) an SEC registered Investment Advisor. Focus Financial Group is not affiliated with APFS or APA. 


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View the Background of our investment Professionals 


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