Philosophy

Focused Wealth Management believes that planning for the pursuit of financial success includes applying core investment principles: portfolio diversification, risk management and disciplined long-term investing. Our fundamental investment theory is: Risk + Time = Potential Reward. Therefore, we carefully consider a combination of both the client’s tolerance for risk and the amount of time available to invest the portfolio. Focused Wealth Management utilizes a clearly defined philosophy which provides a disciplined investment strategy.

We feel when determining an asset allocation, the last ten years of market data history is reviewed with the mindset that the last decade is more relevant to the anticipated decade, as opposed to using the entire history of the market. Furthermore, we rebalance our strategies according to current market conditions, but never steer away from our original foundation that accounts for the combination of risk and time.