
First Principle
Take Risk When It’s Rewarded — Avoid Risk When It’s Not
We aim to help our clients navigate storms, not just ride them out.

The Core
The core of our philosophy
There are better times to take risk, and worse times to take risk.
It is our objective as an organization is to develop investment solutions that manage risk based on the market environment, allowing investors to participate in the upside of economic expansions while protecting capital during severe downturns.
We strive to fulfill this goal by offering a tactically, risk managed solutions built for today's volatile investment landscape. Our strategies are designed to complement traditional asset allocations, allowing investors to experience a smoother ride during market drawdowns. Focus Point delivers institutional-grade strategies in a liquid, low fee, transparent format — designed specifically for the needs of financial advisors and their clients.
Quantitative Risk Model
We use a disciplined, objective framework that evaluates market risk using a blend of fundamental, economic, and technical indicators. This model sets our portfolio's overall risk posture — guiding when to dial up or down exposure.
Active Security Selection with Portfolio Manager Discretion
Once risk levels are set, our experienced investment team thematically constructs the portfolio, selecting the most efficient exposures using liquid, low-cost ETFs. This balance of systematic discipline and human oversight allows us to adapt to changing conditions in real time.
Dynamic, Not Reactive
Unlike static allocation models, our process allows us to proactively adjusts exposures as risks evolve — seeking to capture upside in favorable environments, and preserve capital when risks rise.
