Envision Capital Management Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,605,129
Clients
32
Advisors
2
of 2 employees
About
The firm provides discretionary portfolio management to individual and high-net-worth clients and offers pension and 401(k) plan consulting, general financial and business consulting, and insurance product sales. It also serves as the manager and investment adviser to a pooled investment vehicle, Talisman Partners LLC, in addition to managing separately managed accounts.
Investment advice is delivered using a buy-and-hold and dividend-reinvestment orientation informed by fundamental analysis, with portfolios monitored continually and rebalanced as needed; account oversight is discretionary and clients receive quarterly reporting from the custodian. For pension clients the firm prepares investment strategies, assists in selecting and monitoring investment vehicles, and provides investment education to plan participants rather than participant-directed investment services.
The firm’s profile is atypical for its peer group because it sponsors and manages a private pooled fund that acquires portfolios of written-off consumer debt and judgments (Talisman is closed to new investors and provides audited financials to members). The brochure discloses a 2011 SEC enforcement action—resulting in a cease-and-desist order, censure and a $100,000 civil penalty related to earlier fund activities—and also notes that the firm’s principals maintain insurance licenses and may receive customary commissions from insurance sales, which the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% $1,000,000+: 0.5%
Commissions from insurance product sales; amounts vary by product and carrier, not pre-determined.
Account minimum: $500,000
Main office
10245 E. Via Linda Blvd., Suite 110
Scottsdale AZ 85258-5316
Advisors at this office
2
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Patricia D
ChFC®, Series 63, Series 65
Scottsdale, AZ
Envision Capital Management Ltd
Patricia Druckman is a financial advisor at Envision Capital Management Ltd with 19 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and 65. Druckman has been with Envision Capital Management since 2005 and is also a licensed insurance agent providing life and disability insurance services. Envision Capital Management Ltd offers discretionary portfolio management and consulting services to individual and high-net-worth clients, including pension and 401(k) plan consulting. The firm uses a buy-and-hold, dividend-reinvestment investment approach informed by fundamental analysis and manages both separately managed accounts and a private pooled investment vehicle, Talisman Partners LLC.
Michael D
Scottsdale, AZ
Envision Capital Management Ltd
Michael Druckman is the sole advisor at Envision Capital Management Ltd, an independent firm based in Scottsdale, AZ. He holds over 16 years of industry experience and has been affiliated with Envision Capital Management Ltd. since 1982. Outside of his advisory role, he is a co-founder and passive investor in World Music Stage, a web-based platform aimed at promoting undiscovered musicians. Envision Capital Management provides discretionary portfolio management for individual and high-net-worth clients, pension and 401(k) plan consulting, general financial and business consulting, and insurance product sales. The firm also manages a private pooled investment vehicle and utilizes a buy-and-hold investment approach with dividend reinvestment, focusing on fundamental analysis and continual portfolio monitoring.
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