Investment Management

Envision Wealth Planning’s Investment Management philosophy is grounded in rigorous academic research and more than twenty-five years of real world experience. Our process is logical, systematic and disciplined. It is long term in nature, low cost and tax efficient. Your investment objectives, time horizon, and risk tolerance guide our decisions.

Investment Management Philosophy

At Envision Wealth Planning, we see markets as an ally, not an adversary. We believe competition quickly drives stock prices to fair value and that persistent differences in average portfolio returns are explained by differences in average risk. Rather than trying to take advantage of the ways markets are mistaken, we take advantage of the ways markets are right – the ways they compensate investors. Our mission is to deliver the performance of capital markets and increase returns through investing in funds that deliver state-of-the-art portfolio design and trading.

WEALTH CREATION STRATEGIES

Having a solid wealth creation plan with long term objectives is essential to avoiding short term investing pitfalls. Markets reflect the vast, complex network of information, expectations, and human behavior. While it is possible to “guess” correctly about a short term market move, doing so consistently, net of transaction costs, fees and taxes is very difficult. Results prove this out.

GOALS BASED | LOW COST | FEE-ONLY

Establishing both investment objectives and at timeline to fund the specific goals is integral for investing success. Longer term goals are typically best funded with longer term investments such as equity funds. Shorter term goals are best funded with shorter term investments, such as bonds and/or cash. Transaction costs, taxes and fund management fees all impact net returns to investors. Keeping these costs low is paramount.

BROAD DIVERSIFICATION DAMPENS VOLATILITY

Comprehensive, global asset allocation can neutralize the risks specific to individual securities, countries, size or styles. The goal is to own several asset classes that each delivers reasonable risk adjusted returns over time, but that move up or down differently from each other so that overall volatility is reduced.

ASSET CLASS PORTFOLIO STRUCTURE

Risk and return are related. The compensation for taking on increased levels of risk is the potential to earn greater returns. Portfolio structure explains performance. The asset classes that comprise a portfolio and the risk levels of those asset classes are responsible for most of the variability of portfolio returns.

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(615) 242-3808

INFO@ENVISIONWEALTHPLANNING.COM
7003 Chadwick Dr. Suite 350 Brentwood, TN 37027

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Headquarters
7003 Chadwick Dr. Suite 350
Brentwood, TN 37027
Phone: 615.242.3808
Fax: 615.242.2627