INCOME FOCUS PORTFOLIO MANAGEMENT
SEC RegisteredManaging Individual Bonds, Equity Index Funds, and High Dividend Equity Securities in Customized Separate Accounts
About the firm
Income Focus is an SEC-registered investment advisor headquartered in Jackson Hole, Wyoming. The firm specializes in the discretionary management of separate accounts of municipal bonds, and also evaluates client asset allocations, recommending global equity index funds or high dividend equity securities when appropriate. The firm serves clients directly and may be engaged as a sub-advisor by other registered investment advisors, wealth managers, and family offices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Discretionary management of separate accounts of municipal bonds; evaluation of overall asset allocations with recommendations for global equity index funds or high dividend equity securities; sub-advisory services for other registered investment advisors, wealth managers, and family offices
Who they serve
Individual clients, registered investment advisors, wealth managers, and family offices
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 213 | $100M |
| High Net Worth Individuals | 83 | $257M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INCOME FOCUS PORTFOLIO MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.