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Benefits of portfolio
management

Electing to use Vision Fund comprehensive portfolio management service provides a client with several benefits including:


The cumulative professional training and experience of our investment management team
Expert, in-depth research and analysis supporting every investment decision at the corporate and macroeconomic level
The best path for reaching your investment objectives at the lowest ultimate cost

You decide when to buy or sell

Vision Fund trade-only service gives clients the ability to manage their asset portfolio directly. Buy or sell orders are transmitted to Vision Fund staff, who complete the transaction on the client’s behalf, without providing any financial counseling or advice.

Freedom to trade . . . your way

Clients who take advantage of Vision Fund trade-only service receive numerous benefits:

Direct and unrestricted access to financial markets worldwide

Trades executed promptly according to your explicit buy or sell orders

Very competitive pricing, thanks to our extensive global partner network

Smooth global transaction settlement

Support

Regulated

Eexperience

Services

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MANAGING YOUR PORTFOLIO’S COURSE

You grant power of attorney to Vision Fund, entrusting our professional team with the day-to-day management of your portfolio. We will make routine buy, hold and sell decisions based on our opinion of what is the appropriate action to optimize your assets.

Although these decisions are made without seeking your authorization, it is important to remember that Vision Fund Advisors is contractually prevented from purchasing assets that fall outside the limits of the risk tolerance agreed upon with you so you need never worry that your capital is being exposed to unsuitable investments.

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OBSERVING CLIENT RISK AVERSION

Every client has a different level of tolerance to investment risk. At Vision Fund, we ensure that you are never uncomfortable with the level of risk to which your portfolio is exposed. Clients with a lower tolerance for risk will generally prefer less volatile investments, including blue-chip equities, dividend-paying stocks or other equities, mutual funds, bonds or Certificates of Deposit. On the other hand, investors seeking higher-risk investments with higher potential yields might look favorably toward small and medium-cap equities, commodities, derivatives, or similar options.

Others of our services

WM
Wealth Management
FG
Financial Guidance
BS
Business Solutions
SS
Savings Solutions
AM
Asset Management
RS
Retirement Strategy

Support

Regulated

Experience

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