Income Focus is an SEC-registered investment advisor headquartered in Jackson Hole, Wyoming. Our firm specializes in the discretionary management of separate accounts of municipal bonds. We also evaluate our client's overall asset allocations and, when appropriate, recommend a portfolio of global equity index funds or high dividend equity securities to achieve a target risk/return balance. The firm serves clients directly, and may be engaged as a sub-advisor by other registered investment advisors, wealth managers, and family offices.
Charles Schwab & Co., Inc. and Fidelity Investments are our primary custodians. Client assets are held in separate accounts in our clients' names and never co-mingled.