Portfolio Management

As your financial consulting firm, we’re expected to make decisions about your money based on the highest degree of scrutiny. You can be assured that we use the same approach when choosing service providers we employ to help meet your financial objectives. That’s why we’ve selected Fidelity Investments as our custodian.

Fidelity Investments
What is a custodian?

Life

We Care for Those You Love

Providing for your loved ones goes beyond your working years. It takes many forms including financial support in the event of your death as well as a legacy that can be passed down to future generations. The important aspect is making sure that you have a plan for providing for those you love long after your retirement.

At Envision Asset Management, our team will sit down with you and discuss the vital role of ensuring your family’s protection and well-being. For many of us, we have not taken the time to fully understand why we buy life insurance and the many benefits of having it.

Once we have discussed the purpose of purchasing life insurance, we shop the entire market on your behalf to get the most suitable policy that meets your objectives.

Health

We Safeguard Your Health

There is an old adage that says, “You don’t have anything if you don’t have your health.” At Envision Asset Management, we believe that your health is your most important asset. We cannot be there to remind you to get regular exercise and drink eight glasses of water every day. However, we can help you set up a reliable healthcare coverage plan to ensure that when your health is less than optimum, you can afford to recuperate.

Corporate Plans

Envision Asset Management offers health insurance plans that are designed to promote quick and easy access to affordable, quality healthcare through a variety of top-rated health insurance carriers. With HMO and PPO products, our carriers provide a variety of plans to meet your organization’s deductible and payment structure needs. Whether you have two or two thousand employees, we can tailor a group health plan to fit your company’s needs.

Individual Plans

Envision Asset Management also offers individual healthcare plans and Medicare supplement plans. We analyze the benefits and monthly premiums of every carrier in California, taking into account your needs and circumstances, in order to find a healthcare plan that best fits your situation.

Our fine health insurance carriers provide the following coverage options:
• Medical
• Dental
• Hospital/Emergency Room
• Prescription Drug
• Vision

Alternative Investments

Envision Asset Management provides investment opportunities that are not directly correlated to the stock market exchanges. We have the capacity to offer investment solutions in the following areas: Tennant-In-Commons / 1031 Exchanges, Real Estate Investment Trust’s, Real Estate Funds, Energy Sector (Oil & Gas, Mineral Rights), Leasing Companies, and Notes. Through our resources, we carefully critique the sectors and each specific private placement or fund. This process allows us to find the most suitable investments for the overall portfolio.

Although these and other similar alternative investments can provide benefits to many portfolios, they are not without their risks and challenges and are definitely not appropriate for all investors. Alternative investments are sold to qualified investors only by a Confidential Offering Memorandum or Prospectus. Alternative investments provide limited liquidity and include, among other things, the risks inherent in investing in securities and derivatives, using leverage and engaging in short sales. An investment in an alternative investment fund is speculative, involves substantial risk, and should not constitute a complete investment program. An alternative investment fund may be highly leveraged. The volatility of the price of its interests may involve complex tax structures and there may be delays in distributing important tax information. These funds may not be subject to the same regulatory requirements as mutual funds, and their fees and expenses may be high. This summary is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy interests in any fund. There can be no assurances that any of these objectives will be met. Alternative investments are speculative. Investors could lose some or all of their investment.