On November 8, 2011, Eugene, Oregon-based RIA Sapient Private Wealth Management announced a transaction whereby it became a Focus Financial partner firm.
On November 8, 2011, Sapient Private Wealth Management announced a transaction whereby it became a Focus Financial partner firm. Sapient is an independent fee-based registered investment advisor based in Eugene, Oregon and manages approximately $500 million in assets. Sapient provides investment management, wealth management, and banking services to high-net-worth individuals, families, and institutions in the Pacific Northwest. Focus Financial Partners, LLC is an international partnership of independent wealth management firms with approximately $45 billion in assets. Focus provides wealth management, benefit, and investment consulting services to individuals, families, employers, and institutions. Terms of the transaction were not disclosed.
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