Investment Selection Process

Focused Wealth Management does not manage or sell proprietary investment products.Focused Wealth Management designs and manages all client portfolios. Two critical elements in our investment process are portfolio construction and risk management. While these are paramount in our investment decision process, we also take cost and tax efficiency into consideration. Our custodial and trading relationships give us access to a variety of investment products across different asset classes. This allows us to follow a completely independent approach to the selection and monitoring of client portfolios. This access demands a strict and deliberate process be adhered to in the investment product selection process. The Investment Product and Investment Manager Selection is conducted quarterly by the Focused Wealth Management. The Investment Selection and Monitoring Committee is a team comprised of qualified and experienced investment professionals.