A complete list of active advisors currently associated with EmVision Capital Advisors, LLC

Warmer can help you find a great advisor at EmVision Capital Advisors, LLC or one who fits your needs even better.

EmVision Capital Advisors serves high‑net‑worth individuals, families, trusts, estates, charitable organizations, donor‑advised funds and family offices, and also works with corporations and other business entities associated with those clients. The firm offers discretionary investment management and comprehensive financial advisory services, including strategic balance‑sheet planning, asset allocation, portfolio construction and ancillary family office services such as bill pay, payroll and entity administration. The firm’s investment process is driven by a customized Investment Policy Statement for each client and an asset‑allocation framework that can include cash, investment‑grade fixed income, private credit, global equity, private equity, and real estate. EmVision uses an investment committee to review model allocations, underwrites third‑party portfolio managers and implements portfolios via separate account managers, pooled funds and other vehicles while monitoring and rebalancing to client objectives. The brochure discloses that EmVision is a wholly owned subsidiary of EMV Holdings with indirect ownership ties to M&D Financial, and that its advisors are dually registered with Commonwealth and licensed to offer insurance products, a structure the firm notes can create conflicts of interest and broker‑dealer execution limitations. The firm also highlights family office capabilities that can be provided for assets outside its managed accounts and a formal underwriting and allocation policy for limited investment opportunities, which distinguishes its service mix from many peer teams.

To learn more about the advisors currently working at EmVision Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.