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The Bond Bible
  Selecting Your Investment Advisor / Defining Your Objectives / Peace of Mind / Fee Schedule  
 

Selecting Your Investment Advisor


We suggest our clients choose their investment advisor based on:


Not surprising, at Envision Capital Management®, Inc. we have all three.

CEO, Marilyn Cohen, enjoys a distinguished twenty year career 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 on-going relationships with each and every one of our clients.