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

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

EnvisionX Capital, LLC is an independent, single‑advisor investment adviser that provides discretionary portfolio management to individual investors, managing client accounts through Interactive Brokers and requiring a $300,000 minimum initial investment. Compensation is provided through a mix of performance‑based arrangements for qualified clients and asset‑based fees for other accounts, with trading and custody services handled by the broker. The firm follows a global macro‑oriented process, systematically tracking country, sector and commodity markets and combining fundamental analysis with quantitative signals to build a long‑short portfolio consisting of stocks, ETFs and options; the strategy involves frequent trading with an average holding period of about 50 days. All client accounts are pooled into a single discretionary portfolio without client‑specific tailoring, and the adviser uses hedging, short positions, options and, at times, margin borrowing in client accounts. What distinguishes this firm from many peers is its simultaneous use of performance‑based fees, derivatives and margin within separately managed, pooled accounts—an uncommon mix among independent advisers—while relying on Interactive Brokers’ global trading and custody capabilities. The principal’s advanced scientific training and long tenure at institutional asset managers and a hedge fund support a quantitatively driven investment approach and regular monthly video reviews to communicate portfolio results.

To learn more about the advisors currently working at EnvisionX Capital, 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.