CLIENT FOCUSED FINANCIAL

Overview

Client Focused Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients, along with a segment of small-business owners, providing financial planning and discretionary portfolio management alongside insurance brokerage services. Its advisory fees combine a percentage of assets under management with fixed-fee arrangements. Investment activity is centered on public pooled vehicles—primarily mutual funds—and the firm uses those vehicles as the core holdings in client portfolios. It supplements core mutual fund allocations with fixed-income instruments and selected third‑party alternative strategies (hedge funds and real estate) to add diversification and return sources that are less correlated with public markets. Client Focused Financial is not characterized as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices