FAMILIES & INDIVIDUALS

We develop tailored solutions to help our clients work towards their financial goals. Our focus encompasses the Accumulation, Protection and Transferring of your wealth to future generations to meet your family’s objectives.

Additionally, professionals nearing retirement are many times too busy to do in-depth retirement planning. We work with professionals to make sure all areas of retirement planning are addressed, especially focusing during this phase of their lives on the accumulation of adequate wealth for a comfortable, worry-free retirement.

The transition into retirement can be overwhelming. Furthermore, every insurance agent and broker seems to want to sell you a high-priced annuity loaded with hidden fees and surrender charges. We work with clients to make this transition intelligently over time, using low-cost no-load investments. We also help with the many decisions faced by a retiree.

ABOUT US

Steve Jobs

Founder and chairperson of Business1

I started my professional career at the Research and Exploration Department of Polish Oil and Gas Company (PGNiG SA). Later worked for Shell Poland.
Since 2008 I have been working in Sub-Saharan Africa. I worked as the UN expert at the Polish Embassy in Nairobi. In 2009-2013 I worked as the consul of Poland in Luanda. From 2013 until 2015, I headed Polish Embassy in Luanda as the chargée d’affaires.

For years I was responsible for cooperation with foreign entities, I co-organized and hosted economic missions of Polish entrepreneurs in countries of Central an Eastern Africa.
Having concluded my diplomatic career, I’ve decided to return to business and make use of gained experience and extensive network in order to exploit the opportunities of Sub-Saharan Africa.

Investment Philosophy

There are thousands of investment consultants in the United States, some of them better than others. What makes our investment philosophy different?

• More than 100 years of combined experience within our investment committee.
• Access to stock research lead by a PhD and former Dean of Finance School at University of Denver.
• Access to bond and economic research lead by a team of CFAs with in-depth, in-person research of investment managers.
• What really makes us different, and what helped our firm grow during both the 2000 and 2008 stock market crashes is Trend Following. The goal of Trend Following is to take the emotions out of investment decisions and to help our clients potentially profit from stock market trends, both up and down.

• Foundation Income (Bonds)

  We have as a resource an experienced team of Chartered Financial Analysts who perform hands-on research and on-site visits to find the best fixed income investment managers possible.

• World Growth (Mutual Funds)

  Building a superior portfolio isn't easy. Using what's known as a "Modified Ibbotson Allocation" and proprietary research, World Growth portfolios take a global approach with broad diversification and an appealing reward/risk profile.

• Strategic Active Equity (Stocks)

  Using a patented approach to equity management, called Strategic Active Equity, we utilize a team of equity analysts lead by Dr. Tom Howard. He combines rigorous research from leading academic institutions like Harvard, Yale, Oxford and the University of Denver, among others, to give our clients direct access to high-quality, actively-managed stock portfolios.

Contact Us

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Phone: 1.818.321.1234

Fax: 1.818.321.1256

Email: office@focuspath.com

15699 Martin Parkway, Suite 210

Costa Mesa, California 92626