Income Focus Portfolio Management is a small investment advisory firm based out of Jackson, WY, with a team of three highly skilled professionals dedicated to providing exceptional investment advisory services. With an average of approximately $90,750,000 in assets under management per investment advisor, they maintain a competitive position within the industry. Their compensation structure includes a variety of options such as a percentage of assets under management and performance-based fees, ensuring a mutually beneficial arrangement for both clients and advisors.
Catering primarily to high-net-worth individuals, Income Focus Portfolio Management boasts an impressive roster of over 190 individual clients, with a total of $245,027,000 in assets under management. While the firm's focus lies predominantly on managing assets for high-net-worth individuals, they also possess the expertise to handle employer funds, although 401(k) and individual accounts account for less than 30% of their assets under management.
With a 100% discretionary asset management approach, Income Focus Portfolio Management ensures that their clients' investments are expertly guided and monitored by their experienced team. Operating from a single office location, the firm prides itself on its long-tenured advisors, including Arik Griffin, Elizabeth Millet, and David Elan, who bring a wealth of industry knowledge and experience to their clients' portfolios.
Overall, Income Focus Portfolio Management exemplifies dedication to providing personalized investment advisory services to their discerning clientele, backed by a track record of success and a commitment to delivering superior results.