A complete list of active advisors currently associated with Envision Capital Management Ltd
Warmer can help you find a great advisor at Envision Capital Management Ltd or one who fits your needs even better.
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.
To learn more about the advisors currently working at Envision Capital Management Ltd, 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.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 20
|
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