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A Smarter Way To Invest

Focus 1 Advisors in conjunction with Formula Folios has developed a streamlined and technologically advanced process to deliver sophisticated portfolio management to investors using a Secure, Smart, and Simple approach.

We custom tailored to each individual client using their unique financial goals. Our proprietary asset allocation algorithm takes into account each client’s Risk Profile, Investment Objectives, and Tax Qualification of their investments. The algorithm then automatically optimizes the ideal blend of 7 unique investment strategies to create a Custom FormulaFolio Asset Allocation.

We custom tailor each individual client using their unique financial goals. Our proprietary asset allocation algorithm takes into account each client’s Risk Profile, Investment Objectives, and Tax Qualification of their investments. The algorithm then automatically optimizes the ideal blend of 7 unique investment strategies to create a custom Asset Allocation.

We rigorously screen money managers before implementing them into our customized asset allocation driven portfolios. Each manager must exhibit a strong history of delivering consistent, risk adjusted returns; as well as operate based on a strict rules-based methodology.

The result is a portfolio that allows investors to confidently enjoy life knowing their investments are always being monitored to provide a perfect balance of return, risk management, and tax management.

                                                          SMART

At Focus 1 Advisors we believe there is a Smarter Way to Invest™.

The cornerstone of a great financial plan is a sound investment process. At Focus 1 Advisors, we believe in using smart formulas to help automate good decisions, while simultaneously avoiding bad ones.

Each decision our portfolios make is based on proven, academic research. We’ve structured three specific processes to enhance each your experience:

  1. Customized Asset Allocation
  2. Money Manager Selection
  3. Tactical, Ongoing Asset Management

                                                            SECURE

Our primary objectives at Focus 1 Advisors is to reduce your risk of loss and focus on your risk adjusted rate of return. We achieve this by:

  1. Constructing a portfolio of non correlated assets using low cost index funds, ETF's  individual securities and annuities
  2.  WealthGuard™, an “early warning system” for your portfolio, allowing you to invest with confidence and always knowing the limit your portfolio might decline before moved to a more conservative investment plan to help protect investment gains from further market losses.

Since the WealthGuard™ Value is updated each time your portfolio reaches a new all-time high, you’re also creating a new (and higher) WealthGuard™ Value.

                                                          SIMPLE

Your financial future doesn’t have to be complicated. It’s simple when you work with Focus 1 Advisors  to save and invest, and WealthGuard™ to monitor and help protect.

With Focus 1 Advisors  and WealthGuard™, you’ll get:

  1. Daily Alerts of New All-Time Highs
  2. Weekly Financial Summaries
  3. Simple, Easy-to-Read Quarterly Performance Reports
  4. Reputable, Transparent Account Custodians
  5. Annual Gain/Loss Reports for Easy Tax Planning.

Call (310) 540-6197 for more information for a FREE 30-minute consultation to discuss your needs.