Brian Katz

Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.

Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.

Provides investment advice

Functions as a College/University

Prosperity develops an investment plan for each client based on their time horizons, risk tolerance, and financial goals and objectives. Portfolios are managed using a combination of active and passive management styles, based on the belief that while passive (index-based) investment management is well-diversified and effective in some markets, not all markets are suited to the passive approach. In some areas, individual stocks and individual bonds may be chosen. The investment committee uses sophisticated technology to evaluate a wide range of investments.