FOCUSYOU

Overview

Focusyou is an independent registered investment adviser organized as a limited liability company that manages a concentrated book of individual, family and institutional clients. The firm operates as a capital allocator: it blends traditional public fund exposures with access to third-party alternative managers and private placements. Investment activity skews toward managed public fund and mutual fund strategies at the portfolio level, with selective allocations to hedge funds, private placements, real estate and commodity strategies when those exposures fit client objectives. Advisory services extend beyond portfolio management into financial planning, adviser selection, periodic publications and client education through seminars and workshops. Fee arrangements are flexible — the firm charges percentage-of-AUM fees in addition to hourly and fixed-fee engagements — which supports serving both ongoing wealth-management relationships and project-based planning clients. Focusyou reports no active ESG investing mandate and is not set up as a multi-state adviser. The firm also lists an insurance company affiliation that can factor into product and planning recommendations.

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Investments & Alternatives

Location & Offices