About Focused Capital Investment
Focused Capital Investment
Focused Capital Investment, LLC (FCI) is a family-owned, fee-only, independent Registered Investment Advisor in Irvine, California.
Fee only means we don’t sell products and we don’t charge commissions. We follow a fiduciary standard which means we put the needs of the client first.We provide objective financial advice.
Independent means we are free to recommend the investments that make the most sense for our clients, without interference from outside influences such as corporate bosses who sell certain investment funds.Also, we actually manage our clients’ investments personally. We don’t use third party money managers like many financial advisors.
As a family owned business, we focus on getting the right result for you and your family. In addition to formal education and financial training, we have direct experience planning for our own family. We know what it means to save for our first home, put our kids through college, plan for our retirement, and still have some left over for the things that make life special, like travel and recreation.
What we do
Embracing and Supporting
At FCI we understand that navigating the financial landscape can be overwhelming. That’s why we don’t just manage your investments, we embrace and support your financial journey. Here’s how:
- Active Listening: We take the time to truly understand your goals, risk tolerance, and financial situation.
- Open Communication: We believe clear and consistent communication is key. You'll receive regular updates and have easy access to your advisor for any questions.
- Ongoing Education: The financial world is constantly evolving. We'll keep you informed on market trends and investment strategies relevant to your goals.
- Tailored Solutions: There's no one-size-fits-all approach. We develop personalized investment plans aligned with your unique needs.
- Proactive Approach: We don't wait for the market to dictate your future. We proactively manage your portfolio and make adjustments as needed.
- Long-Term Partnership: We're here for you throughout your life's journey. As your goals and circumstances evolve, so will your financial plan.
We’re committed to your success, and by embracing your vision and supporting your goals, we can help you achieve financial peace of mind.
Long-Term Vision
We don’t just focus on short-term gains. We partner with you to build a financial roadmap that guides you towards your long-term aspirations. Whether it’s a comfortable retirement, funding your child’s education, or achieving financial independence, we’ll develop a personalized strategy that considers your risk tolerance, time horizon, and evolving life goals. Through consistent communication, ongoing portfolio monitoring, and adjustments as needed, we strive to ensure your investments are working diligently to achieve the future you envision for yourself and your loved ones.
Our Mission
As a family-owned, fee-only financial advisory firm, we leverage our extensive financial knowledge to empower individuals and families to achieve their financial dreams. We build trusted, long-term relationships based on transparency and independent advice. Through personalized financial planning and objective investment management, we guide our clients towards financial security and a brighter future.
Our vision
Our vision is to be the preeminent choice for families seeking a lifelong financial partner. We see a future where empowered individuals and families, guided by our expertise and unwavering commitment, achieve their financial goals with confidence. We envision a world where financial security is not just a dream, but a cornerstone of a flourishing life for generations to come.
TESTIMONIAL
Craig Huff
Construction Professional
I have confidence in John's knowledge and experience. I know he's is looking out for my best interest.
Paul Smith
Small Business Owner
I feel very comfortable knowing I can always talk to John if I have any questions about my account.
