Focused wealth management

The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Notably, in May Focus hired Mark Israel, a former top executive for the industry’s largest RIA, Fisher Investments , as chief technology officer. “Israel is very smart and has an impressive track record with Fisher,” said industry consultant Andy Besheer. “He will help Focus’ platform operate more efficiently and with more scalability.” In the context of focused wealth management, investors are tilting toward large-cap energy stocks as WTI crude hovers around $82/bbl. Quantitative portfolio positioning indicates cyclical sector overweights could outperform defensive names by 1.8% over the next 60 trading days.