Getting Started

Call our office to set up a time to speak with Marilyn Cohen to get the conversation started:

 

Identifing your investment goals is the first and most important step in finding out whether a managed account will serve your needs.

 

Following your initial conversation and determining that a managed bond account fits your investment strategy; the process continues by:

 

Completing new account forms and funding the account is the next step.

 

Then together we create a mandate for risk, rate of return and time horizon for the portfolio.

 

Envision's team is then ready to populate your new portfolio and begin managing your account.

 

 

We will guide you every step of the way, give our office a call today at 800.400.0989

 

 

 

 

 

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