| Envision Capital Management®, Inc.
manages bond portfolios for individuals. CEO, Marilyn
Cohen, enjoys a distinguished career of over twenty
five years in the securities industry. She has an extensive
background in securities analysis, brokerage firm operations
and money management. Marilyn personally manages each
of our client's investment portfolios. Additionally,
she maintains an on-going relationship with all clients.
We listen to our client's needs and expectations of
their professional money manager. We custom design a
specific investment strategy that matches your growth
and income needs while staying within prescribed levels
of risk. That is why we always manage each client portfolio
individually. We domicile each account at Fidelity Investments,
one of the largest most reputable brokerage firms.
Envision Capital Management®, Inc.
takes a long term approach to investing our client's
money — one that secures appreciation while protecting
assets from extreme market turns.
We provide quarterly performance and portfolio summaries. Our clients also receive monthly statements and confirmations of each transaction from Fidelity Investments to better let them know precisely where their investments stand.
Additionally, we send year end transaction details giving everything you or your accountant need for tax purposes.
Any time you wish, you have access to your investment
holdings as well as your performance statistics. Most
clients prefer quarterly reports; some want monthly
updates. It's your money. We can meet whatever reporting
requirements you wish.
Lisa Nevolo, head of operations has been Marilyn's
assistant for 19 years. She’s the “go to”
person that answers everything from back-office queries
to trade confirmations. Her knowledge of the brokerage
and money management business can't be surpassed.
What makes us different from other bond managers?
You are a phone call away from your portfolio manager, Marilyn Cohen. You won’t have to go through layers of marketing or administrative bureaucracy to get your questions promptly answered.
Most managers profess to individualize portfolios to
their clien's needs. But think about it; if an advisor
is managing $10 billion, how could he possibly customize
your $750,000 account? He can't.
Customization is our specialty. We have clients that are risk averse with 70 percent of their money so we invest in tax-free municipal bonds. Yet they want to “go for the gusto” with the remaining 30 percent invested in high yield bonds. We have clients who want little to maximum risk…it’s your call and our job to respond to that call. |
