Asset Management and Portfolio Creation and Stewardship
Are you averse to risk? Or to loss?
There is no doubt risk can create investment loss, however, one must usually take measured risk to realize an investment gain. Having an understanding of this dynamic, along with your comfort level between risk and loss, is paramount to us structuring a properly curated portfolio. By adhering to this process, we can help you achieve positive outcomes and reach your investment goals and objectives over time.
Our investment strategy is about allocation, diversification and active management. When one listens to an orchestra or symphony perform, they hear all the instruments together, not just the string or horn section. Similarly, one’s portfolio is a collection of instruments to be viewed as a whole, and while a trained musician knows how to listen for only the flute, as seasoned advisors, we too know how to listen for opportunity. Our fee-only investment management service focuses on providing you with individually managed portfolios, designed around your unique needs and circumstances. Whether you’re a retiree using your resources to support your lifestyle, a foundation looking for guidance to fulfill a charitable purpose, or you’re still accumulating wealth for retirement, we can structure your portfolio to help meet your vision, purpose and goals. At Vision 360, we view our role as that of a conductor of sorts, working with you and your advisors to help ensure your circle is complete – and your concerns are addressed.
Considerations for Portfolio Creation and Stewardship
We believe clients are interested in both strategy and tactics, each of which play a pivotal role in portfolio creation and helping you live your chosen lifestyle in a sustainable manner. By having a prudently constructed and suitable portfolio, along with active management, you are more likely to have resources on hand for specific needs and life’s celebrations. As a fee-based advisor, we act in a fiduciary capacity – first and always.
Concierge Financial Services
All clients who retain Vision 360 Capital Partners for investment management services have immediate access to our financial concierge services at no additional charge. Our financial concierge services help clients enjoy peace-of-mind, by knowing we are dedicated to assist them 24/7/365. Through this commitment, we are able to create a client experience similar to a high-end family office without the high-end costs.What might these services include? Our clients have requested assistance in many areas, including attending meetings with them, or on their behalf with other strategic alliances, such as an accountant, attorney, or insurance professional. While we are glad to attend or help schedule meetings with your advisors, it is commonplace for our clients to ask for introductions to the aforementioned professionals, or others whom we collaborate with, to help ensure prudent strategies are in place over the course of your financial journey. Examples where our clients have sought guidance are:
What might these services include? Our clients have requested assistance in many areas, including attending meetings with them, or on their behalf with other strategic alliances, such as an accountant, attorney, or insurance professional. While we are glad to attend or help schedule meetings with your advisors, it is commonplace for our clients to ask for introductions to the aforementioned professionals, or others whom we collaborate with, to help ensure prudent strategies are in place over the course of your financial journey. Examples where our clients have sought guidance are:
- Investment Management
- Financial Education for Family Members
- Tax Planning Guidance
- Estate and Legacy Planning
- Social Security and Medicare Review
- Charitable and Philanthropic Initiatives
- Insurance Reviews and Planning
- Business Valuation and Succession Strategies
- Business Valuation and Succession Strategies
- College Funding Planning
- Pet Trusts
- Special Needs Trusts
- Florida Domicile
- Second Opinion Services
In addition, we offer the following financial services whereby a flat or hourly fee may be incurred:
- Individual and Family Financial Planning and Goal Setting
- Retirement Planning and Goal Setting
- Budgeting and Cash Flow Services
- Estate Administration Assistance and Support to Trustees, Executors, and Personal Representatives
- Creating a Family Resource Guide