Focus Advisory, LLC

Focus Advisory is an investment management firm founded in 2008 and led by Michael B. Smith. The firm specializes in global asset management for individual private clients, utilizing both fundamental and technical analysis combined with macroeconomic research to construct diversified portfolios. Focus Advisory manages accounts on both a discretionary basis—making trades without prior client consultation—and a non-discretionary basis, where clients are consulted before any investments are made. Portfolios typically include a mix of domestic and international equities, government and corporate bonds, mutual funds, exchange-traded funds, exchange-traded notes, closed-end funds, options, and certificates of deposit, primarily through mutual funds. Focus Advisory does not offer comprehensive financial planning services, maintaining its sole focus on portfolio management. All client assets are held by Altruist as the designated custodian and broker-dealer, and the firm operates without any outside affiliations, broker-dealer relationships, or third-party compensation to eliminate conflicts of interest.