What is Vision 360?
Vision 360 means looking at your life as a full circle. We offer highly personalized investment management and financial consulting, as well as a broad array of financial concierge services for individuals, families, businesses, trust entities, and not-for-profit organizations.
Investing is about more than just capital, and success is about more than just money; but together, they can help you navigate your journey which embraces today, knowing tomorrow’s dreams are your desired destination.
How Are We Different?
Many say they’re different. We actually are. A Vision 360 relationship focuses on your life and lifestyle, not just your money. We value personal relationships built upon trust, integrity, and confidentiality.
Our approach is different. As a boutique firm, we provide the flexibility and opportunity to build individually managed portfolios, designed to meet your unique needs and specific circumstances; whereas with larger banking channels and retail brokerages, our clients have often found their assets are placed within a “best fit”, “one-size fits all portfolio” or “style boxes”, that ultimately limit investment selections available to them and for their portfolio. From our research capabilities, asset allocation, selection of investment securities and managers to portfolio construction and evaluation – we are markedly different. We are motivated by you.
What is a Fee-Only Advisor?
As a fee-only advisor, we develop customized, sophisticated, and comprehensive investment strategies in a comfortable, educational, fun-spirited atmosphere to help clients attain their financial aspirations. In addition to our fee-based investment management services, we can help you navigate your financial journey in concert with our concierge services by collaborating with your professional advisors and strategic alliances, or ours (such as attorneys, accountants, or insurance professionals), to help ensure prudent strategies are in place. This level of service allows us to create a client experience similar to a high-end family office, but without high-end costs.
How Might Our Relationship be Profitable?
In addition to individual meetings, we have a variety of fun-spirited, educational group gatherings and outings. You’ll learn, you’ll laugh, and maybe even make a new friend. For some, creating a financial plan, or managing finances can be challenging. We often find this with those who have a demanding career, or when either a husband or wife was in charge of family finances, and there is a death or divorce. (See Markets and Merlot SM)
As we embark on our Vision 360 journey, we are always happy to collaborate with others on your advisory team. These specialties may encompass your attorney, accountant, or insurance professional. We, too, have a wide variety of relationships to help create greater value and intellectual capacity for you as our client.
Custody by Charles Schwab & Company
Your assets are held by Charles Schwab & Company. We are proud to provide our clients the confidence and peace of mind knowing their assets are held safely at a multibillion-dollar entity that provides a system of checks and balances. As an independent, third party custodian, Schwab provides clients with low-cost transactions, and safekeeping, along with informative reporting and online access.
Here When You Need Us
In an era of 800 numbers and call centers, we are proud of our high touch “white glove” service, and being able to offer you the accessibility of a small firm with all the capabilities of a large institution.
To be most attentive to you and your needs, we provide cell phone numbers, and it is rather common for myself or others to speak with clients in the evening, or over a weekend. As a fee-only advisor and fiduciary, you’ll never find us utilizing proprietary funds, making recommendations to receive a commission, or working to meet institutional quotas.
What is Our Promise To You?
We’re about creating customized solutions, not about selling products and collecting commissions. Solutions built around you, for you, for your family, and for those you care about. Solutions and opportunities that can help secure and protect your financial future.
We take great pride in fulfilling a niche market, and offering you “best of class” customer-centric service. At Vision 360 Capital Partners, we are about building long-lasting relationships. At Vision 360 Capital Partners, you are the foundation for everything we proudly stand for, and for all we passionately do.