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Private Client Management
 Envision
Asset Management, Inc directs its expertise
towards high net worth individuals. We take
a team approach to achieve all of your goals
and needs. The financial consulting process
consists of investment advice, insurance
planning, tax advice and estate planning. To
accommodate every aspect of the financial
process, we emphasize the importance to
review your financial situation with a CPA,
Estate Planning Attorney and an Envision
Asset Management Financial Consultant.
We walk
you through the following areas of financial
services:
• Comprehensive Financial Planning
• Portfolio Management
• Risk Management Solutions
• Retirement Solutions
• Ongoing Education
We
Embrace Your Ambitions as Our Own
Every day,
you are faced with many unique opportunities
and experiences. Therefore, it is important
to rely on sound advice that directs you
towards the goals and ambitions that you’ve
always envisioned. Your goals will be
difficult to attain if your money is in the
wrong type of investment for your risk
preference and timeline. We also know that
you don’t want to waste your money on
management fees for asset managers who put
their needs before your own. At Envision
Asset Management, we have the ability to
design a personal financial plan
specifically for you, enabling you to reach
your financial goals with the least amount
of risk. We focus on two key objectives of
portfolio management:
• Controlling and managing risk
• Increasing your odds of achieving
your goals
The first
step in portfolio management is identifying,
analyzing and assessing your goals to bring
new clarity into your life and investment
decisions. Then we begin an extensive
portfolio analysis, including a review of
existing investment strategies, investment
objectives and investment allocations.
Furthermore, sector weighting, product
overview, risk tolerance and income
objectives are outlined and periodically
reviewed to adjust to market volatility as
well as your investment goals. This allows
you to see the impact that different market
environments would have on your goals. We
then create your personal financial plan,
based on our portfolio management
strategies.
Due to
major fluctuations in the overall stock
market, we strive to create a balanced
portfolio consisting of investments that are
correlated to the stock market as well as
investments that are not correlated to the
stock market. Envision a portfolio rich in
substance, sophisticated, brilliantly
innovative and superbly enhanced with
stability and control. You will enjoy the
luxuries life has to offer:
•
Knowing your goals and ambitions are on
course
• Knowing every aspect of your
financial life is performing at a high level
• Knowing that safety and protection
of your assets has been put in place
Our
clients’ assets are safe and secure, held at
our custodian, Fidelity Investments, one of
the largest and most established financial
institutions in the world.
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