Income Focus Portfolio Management

Elizabeth Millet is a financial advisor at Income Focus Portfolio Management in Jackson, Wyoming, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Income Focus Portfolio Management since 2013. Income Focus Portfolio Management primarily serves individual clients, non-profit organizations, corporations, and other business entities, offering discretionary portfolio management focused on income generation and principal preservation through fixed-income and selected equity investments. The firm manages approximately $362 million in assets and is known for its use of smaller, less liquid bond issues and customized security selection based on client-specific factors.

David Elan is a CFP® and CFA® professional with 20 years of industry experience. He has been with Income Focus Portfolio Management since 2012, where he is one of three advisors. The firm serves individual clients, non-profit organizations, corporations, and other business entities, focusing on income generation and principal preservation through fixed-income investments and selected equity exposures. Income Focus manages approximately $362 million in discretionary assets and is known for its use of smaller, less liquid bond issues and tailored security selection strategies.

Arik Griffin is a Series 65-licensed financial advisor with Income Focus Portfolio Management in Jackson, Wyoming, where he has worked since 2016. He has six years of industry experience and serves as Chief Financial Officer of Vertical Harvest, a hydroponic greenhouse operation. Income Focus Portfolio Management serves individual clients, nonprofits, and business entities with a focus on income generation and principal preservation through fixed-income and selected equity investments. The firm manages approximately $362 million in discretionary assets and employs a distinctive approach that includes the use of odd lots, lower-rated bonds, and client-specific security selection criteria.