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Profocus Incorporated
Profocus Incorporated is an SEC-registered investment adviser in Phoenix, AZ, registered since 2022. The firm manages $157 million in regulatory assets.
Profocus Incorporated
Profocus Incorporated is an SEC-registered investment adviser in Phoenix, AZ, registered since 2022. The firm manages $157 million in regulatory assets. It has 7 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Phoenix
Corporate office
Phoenix, AZ, United States
Frequently asked questions
What is the specific advantage of Profocus's Arizona trust charter?
An Arizona-chartered trust company can serve as a permanent corporate trustee, meaning it can administer a trust in perpetuity across multiple generations. This eliminates the need for a successor trustee search when an individual trustee retires or dies. Arizona's trust laws are also among the most favorable in the U.S. for long-duration trusts, allowing rule-against-perpetuities modifications that multi-generational families in other states find attractive.
How does Profocus handle operating businesses or real estate held inside a trust?
One of Profocus's distinctive service lines is its willingness to act as a fiduciary for trusts that hold operating companies, ranches, or direct real estate. The corporate trustee role includes supervising business managers or property-management firms, reviewing P&L statements, and making capital-expenditure decisions in the interest of the beneficiaries. This is a higher-touch, higher-liability service that most national bank trust departments avoid.
Where does Profocus source new client relationships?
Client referrals originate primarily from estate-planning attorneys and accounting firms in the Phoenix-Scottsdale corridor, as well as through trust-protector relationships established with families in California and Nevada seeking an Arizona trustee. The firm does not appear to engage in broad-based digital marketing or rely on wirehouse broker referrals, keeping its funnel deliberately narrow and professionally vetted.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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