Focus Capital, led by Stefan W. Cobb, manages investments for high-net-worth individuals, families, businesses, trusts, and retirement plans. Focus Capital tailors its investment approach to each client's needs, investing in a wide range of publicly traded securities. Focus Capital also provides research services to other investment advisors. The firm's investment strategy combines macroeconomic, fundamental, quantitative, and technical analysis.
Assets Under Management$39M
Clients54
Advisors1
Avg. per Client$730K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The Focus Partners Optimus Fund also charges an annual 20% performance fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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