Client-First Philosophy

Successful individuals, flourishing businesses, and passionate not-for-profits.

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Successful Individuals
Focused Alpha works with successful individuals and families to help them live the lives that they have always dreamed about. Through strategy, planning, and most importantly implementation, we help our clients on their journey to financial freedom. Our focus is on having a plan and process in place for not only the markets but life's unexpected curveballs. This gives our clients the comfort to sleep soundly at night and the peace of mind and that they are not on their journey alone.
Flourishing Businesses
I work with small to mid-size institutions primarily in the health care space. The institutions are seeking a firm that can do the heavy lifting for them and usually employ an outsources chief investment officer (OCIO) model. We provide independent, objective, and unbiased (IOU) advice in a full service, customized, boutique approach to each institution that we work with.
Passionate not-for-profits
Focused Alpha works with passionate not-for-profit organizations to help them be more impactful at what they do best. Through collaboration, we help the organization align their mission with their investment, understand and mitigate their fiduciary risk, have more time to focus on what matters most, and help them cultivate a donor culture that can increase gift size and better incorporate the organization into the donors' legacy plan.
We focus on Comprehensive Wealth Management.
Daniel Barotz
Our Team

Meet Dan

Team Member

Daniel Barotz

President, Senior Advisor

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Securities offered through Fidelity. Member FINRA/SIPC.
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