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.