IMAP Highlights

Welcome to the Focused Wealth Management Institutional Management Advisor Program. This is a unique offering for Institutions, Not-for-Profits, Public and Private Endowments, Pension Funds, Foundations ,401(k)’s and 403(b)’s and Contingency Funds with 501(c)(3) plans sizes ranging from $10 – $25 Million.

Please inquire with us directly to see if your organization may qualify for our IMAP Program.

Examples of services provided:

  • Daily investment performance monitored by the FWM Investment Management Committee.
  • Review of investment activity during the previous quarter.
  • Guidance and recommendation for direction of investments per Investment Policy Statement (IPS).
  • Dividend and fixed asset income projections for upcoming 12 month period.
  • An in-depth view of all associated fees.