PORTFOLIO MANAGEMENT EDUCATION AND SOLUTIONS FOR ADVISORS
Our mission is to provide YOU with the tools needed to confidently assume the role of Portfolio Manager (“PM”) for your clients.
By moving the portfolio management function in-house, you can eliminate the expense of third-party managers and platforms.
Focused Stock Research is easy to use, offering a complete Portfolio Management solution. More importantly it gives you a proprietary client communication and educational platform. In our opinion, the key to managing money is keeping clients engaged in the process.
Focused Stock Research is offered on a subscription basis to qualified financial advisors. We offer protected territories. If you are interested call Walt Sokira at 330-283-4468.