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

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

InVision Capital Advisor, LLC provides investment advisory and financial planning services to individuals, trusts, endowments, qualified retirement plan sponsors, charitable organizations, and business entities. The firm offers portfolio management and a range of planning and consulting services, including retirement and estate planning, stock option/RSU planning, and educational funding. Its investment approach combines global asset allocation with active stock selection driven by a proprietary analytical process, deploying individual securities and index funds across equities, fixed income, real estate and commodities. The firm establishes tailored asset-allocation targets from client risk profiles and maintains ongoing contact to adjust portfolios as clients’ circumstances change. Noteworthy features in the brochure include a pronounced global focus — the firm seeks companies regardless of their “home location” and discusses the specific risks of non‑U.S. investing — and explicit client relationships with charitable organizations and corporate entities. The firm also discloses the use of margin-capable custodial accounts (including the potential for margin loans and associated borrowing costs) and its routine use of an institutional custodian, characteristics that are less common among solo independent advisers.

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

Name	Location	Years of experience
Ronald Lee	Belmont, CA	9

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