A Partnership Designed to Break the Barriers
Between You and Growth.
We are a nationwide TAMP provider comprised of service oriented fiduciary financial professionals with more than 25 years’ experience. Partnering with established firms, startup RIAs, and CPAs, we provide advisor outsourcing solutions aimed at removing the bottlenecks that suppress growth, while seeking to maintain a focus on quality and control.
* As of March 31, 2022 BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion.
Guidance at Every Stage of Your Business’ Lifecycle
Focus Advisor Solutions’ turnkey asset management platform is led by professionals experienced with the challenges advisors often face over the course of a business’ evolution when continued growth requires more. Capability constraints have ripple effects that can compromise team efficiency, quality, growth, and importantly, client experience.
If this resonates with you, learn more here about how Outsourcing Can Help Impact Enterprise Value.
Advisor Time Allocation: Did You Know?
39% of advisors’ time is spent on investment management and administrative activities.
Advisors who leverage an outsourced partner say they save an average of 9 hours/week by operating more effectively.
Let Focus Advisors Solutions give you time to focus on the part of your business that matters to you.
You’ve Built Something Great; Let Us Help You Take It to the Next Level.
Our approach to providing advisor outsourcing solutions focuses on guiding established firms, startup RIAs and CPAs to build a sustainable infrastructure, competitive alignment with industry trends, and empower effective and efficient teams. With a focus on helping you deliver the highest level of service to your clients, Focus Advisor Solutions’ dedicated professionals partner with you to provide sustainable and advanced planning expertise, advisor practice management support, and a client experience framework backed by:
- Outsourced investment management solutions
- A portfolio management platform for advisors
- A wealth management platform
- An integrated advisor technology platform
- Back-office support to streamline advisor operations
- A robust suite of advisor outsourcing solutions
Empowering Growth Through Partnership: How Connected Wealth Solutions Scaled With Focus
Unlocking capacity, capability, and confidence.
Connected Wealth’s story highlights how a strategic partnership can strengthen independence while unlocking new capacity, deeper capabilities, and meaningful growth. By leveraging Focus’ operational support, investment resources, and advisor community, the firm expanded what it could offer clients— reducing advisor operational burden, freeing up time to focus on relationships, new business, and delivering a higher impact client experience.*
Let us help you break down the barriers between you and growth. Contact us to learn how our support can elevate your firm’s impact and help you reclaim time with clients today.
