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- Custodian
- BNY Mellon ยท Jefferies
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-08-2011
- Office Locations
- 2
Office Locations
About Focus Investment Advisors, LLC
Focus Investment Advisors LLC is an independent, boutique RIA serving retail clients with transparent, tailored investment management. The firm focuses on portfolio construction and cost control, seeking best execution through negotiated relationships with financial institutions. Investment exposure includes ETFs, corporate and U.S. government/agency bonds, and mutual funds. Named a 2012 Five Star Wealth Manager in Miami.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARCELO FERRAZ CASTRO ALVES
Investment Advisor, Managing Member
- CRD
- #4820438
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Marcus Herndl Filho
--
- CRD
- #8208100
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $28,500,000 | -- |
| Total | $30,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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