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 is a small independent advisory firm that provides discretionary portfolio management to individual investors, managing roughly $1.02 million across four client accounts through Interactive Brokers. It offers a pooled long-short strategy implemented with stocks, ETFs, and options and conducts daily trading with an average holding period of about 50 days. The firm’s investment process blends global macro and country-/sector-level analysis with fundamental research and quantitative signals to drive asset allocation and stock selection. Portfolios are broadly diversified and hedged—using bonds, gold ETFs, short positions and options—and the adviser may employ margin for short-term opportunities; all accounts are managed together and clients generally cannot impose individual security restrictions. Notably, the firm charges performance-based fees for qualified accounts and uses derivatives and borrowing (margin) within separately managed accounts—practices that are relatively uncommon among peer independent advisers. The principal brings multi-decade portfolio management experience and advanced academic credentials (including a CFA), and communicates with clients through regular monthly video performance reviews, reflecting a small, intensely managed client base.

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.