Income Focus Portfolio Management is a registered investment advisor based in Jackson, Wyoming, specializing in managing portfolios of municipal bonds, corporate bonds, Treasury securities, and dividend-paying stocks on a discretionary basis. Founded in 2012 and led by David N. Elan, the firm focuses on producing income and returning principal through fixed-income investments while protecting purchasing power over time through equity investments. Income Focus serves individuals, trusts, pension and profit-sharing plans, and non-profit organizations. The firm emphasizes custom portfolio construction, considering tax consequences, state of residence, and maturity preferences, and will honor reasonable client restrictions on security types.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.36% |
Fee is 0.36% annually, payable monthly in arrears. Fees are not assessed on cash, money market funds, and other cash equivalents.