Income Focus Portfolio Management manages investments for individuals, trusts, pension plans, non-profits, and corporations. Income Focus primarily invests in municipal bonds, corporate bonds, US Treasury and Agency securities, and dividend-paying stocks. The firm aims to generate income and protect the value of client portfolios. Taxable clients can request their state of residence be considered when selecting bonds. Clients can also set maximum maturities for bonds. Income Focus does not verify client-provided information and relies on its accuracy.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.36% |