Our purpose is to support you on your journey to building your dream practice. Not only do we take administrative tasks off your plate so that you can focus on your clients, we provide you with the expansive wealth of resources of a larger institution, confidence in your investment approach and a clear process to demonstrate greater value to your clients.

We partner with both seasoned advisors who are running substantial fee-based practices as well as startup firms with solid business plans focused on providing personal, comprehensive wealth planning. Collectively, we serve financial planners looking to make a difference in their clients’ lives.

Focus Partners Advisor Solutions stands apart from other organizations in the way we work with advisors and the advanced planning support that is included with our service offerings.

Our approach is designed to not only elevate the value you bring to clients, but also to increase the worth of your firm. While working together, we empower advisors to strategically build robust practices. Our holistic approach is designed to create a more valuable and sustainable business, enhancing the fruits of an advisor’s lifelong dedication and hard work. Several team members hold Certified Exit Planning Advisor designations to help support business owners to maximize enterprise value and successfully transition their business on their own terms. 

Our Investment Policy Committee (IPC) helps firms filter the investment universe. The IPC applies a series of stringent checks to narrow the investment landscape — choosing only managers with systematic, rules-based and transparent practices. The IPC constructs and oversees a series of model portfolios — with mutual funds and ETFs — that advisors can use to help bring scale to the investment management process. With over hundreds of model options, advisors can tailor the investment solutions they provide their clients knowing that a qualified team is looking after the process. 

The short answer: No! When you work with us, you draw from a variety of solutions including ETFs, mutual funds, SMAs for tax efficiency and even our customizable fixed income desk.

Schwab, Fidelity & Pershing Advisor Solutions

We make it easy. All that most advisors need is their own CRM and we will provide the rest. Portfolio accounting, reporting, account maintenance and service queue is available and integrated for advisors to effortlessly manage their clients and stay on top of their business. 

Wealth planning is greater than just money management. Knowing the difference between engaging with your clients and offering them an all-encompassing experience is a game changer, both for your firm and the people you serve. Not only do we take administrative tasks off your plate so that you can focus on developing deep client relationships, our team also provides advisors with the support they need to implement a truly comprehensive and integrated approach to financial planning. Our proprietary Design | Build | Protect® approach takes a proactive look at your client’s whole life picture, exploring their impact, money and life goals, including financial considerations, resources and existing strategies. As you gain clarity on what’s important to your clients through our approach, our investment philosophy involves designing a strategic plan that can be adjusted over time. 

Yes, having access to a real person is an important element of the Advisor Solutions advantage! When you partner with us, you’ll work with a committed team of trained professionals, an extension to your own team, to handle the detailed back-office work. Your partner will always be an email or phone call away. With the efficiency and peace of mind offered by our team, you’ll have a second set of eyes to help minimize risk, work with custodians and carefully review and reconcile each request.

Consistent, high-quality client communication is a time challenge for many advisors. As an advisor utilizing our platform, you can access a range of professionally designed and written brochures, presentations, videos, documentation and more. To help save you time and personalize the experience, many of the materials are unbranded and can be printed on demand.

The decision to outsource investments and back-office tasks can feel stressful and overwhelming, especially when coupled with an unknown impact on your firm, your clients and your future. Get the inside scoop from advisors who made the leap by watching a replay of our webinar, The First 90-Days.

With years of experience supporting successful advisors, we have the resources and tools to help advisors think strategically about the evolution of their business. We do so by providing deep support including enhancing the client experience, marketing strategies, organizational efficiency, business benchmarking, ideal client persona development, referral generation, LifeDiscovery and client segmentation.

In addition to our deep planning resources, we offer personalized investment solutions that can provide benefits to affluent investors. These include custom bond ladders, cultivated alternative investment strategies as well as multiple Separately Managed Accounts (SMAs) options to provide customized equity solutions with tax management capabilities.

We offer a number of networking and educational events that help foster a sense of community across firms who are part of the Advisor Solutions network. When you partner with us, you instantly become part of a community of CFPs, CPAs, planners and like-minded advisors. This is an opportunity to connect, problem solve and learn from professionals just like yourself.

When you work with us, you receive a suite of all-inclusive solutions designed to help power your dream practice. Our pricing reflects the deep value we provide, from the client service and operation support you expect, to the power of an advanced planning and consulting team. We recognize that it’s a big investment to begin outsourcing your back office, particularly if you’ve never done it before. To ease the transition, we offer support for new advisors and ongoing dynamic pricing designed to complement your growth.