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
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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.
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
Wealth Management
Financial Guidance
Business Solutions
Savings Solutions
Asset Management
Retirement Strategy
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