Vision Wealth Management Employee Directory

At Vision Wealth Management LLC, we provide ongoing portfolio and wealth management services based on the client's individual goals, objectives, and risk tolerance. Our investment advisory firm employs a diversified no-load fund strategy. Thousands of funds are analyzed for performance, expense ratios, management tenure, risk / reward, and other ra... tios necessary to evaluate potential. Diversification among asset classes is a key to our strategy. Cyclical opportunities and sector momentum plays are utilized in an effort to enhance your portfolio value. We are an Investment Advisor Representative of American Elite Retirement LLC. Our clients' assets are managed in-house. We do not outsource the fund management activity so that we can maintain strict control of the investment selection process and keep investor cost competitive. We evaluate the current investments of each client with respect to his/her risk tolerance levels and time horizon. The securities in every client's account will be under continuous review. Client accounts will typically be reviewed quarterly. Reviews may be triggered by material market, economic or political events, or by changes in the client's financial situation. Each client will receive a monthly statement from the custodian detailing the client's account and a quarterly report showing account performance versus the S&P500 as a benchmark.Read More