Adam Birenbaum

Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.

Provides wealth and business management & related financial services

Functions as a College/University

Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks.

Functions as a College/University

Operates as a chamber of commerce

Operates as a holding company

Operates as a fiduciary advice company that provides wealth management, family office and business management solutions

Focus Partners's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory (MPT). Their investment approach is rooted in the belief that markets are efficient and that investors’ returns are determined principally by asset allocation decisions, rather than market timing or stock picking.