INVESTMENT MANAGEMENT

InVision offers individuals and family offices tailored investment solutions combining all investment products (stocks, bonds, index fund/ETF, real estate, cryptocurrency, venture capital, angel investment) in both taxable and retirement accounts (401k, IRA, Roth IRA, 529, SEP IRA, HSA).

InVision’s investment management approach combines global asset allocation with active management based on a proprietary process developed by our Managing Partner over the last 15 years at some of the largest international banks and asset management firms. We have expertise in asset allocation over the business cycle, equity analysis, behavioral finance, and mega-trends / thematic investing.

Our investment approach has performed well in the last two decades of market turmoil (2003, 2009, 2020) and subsequent recovery. We offer clients a steady hand in their investment adventure to help them navigate today’s noisy investment world.

INDIVIDUAL AND FAMILY OFFICE ADVISORY

For individual advisory clients, our role extends beyond that of a mere financial advisor to that of a personal Chief Financial Officer and dedicated staff. We assume responsibility for overseeing and harmonizing all facets of our clients’ intricate financial landscapes. Through pivotal life events such as marriage, parenthood, complex liquidity events, asset and property acquisitions, business transitions, retirement, and wealth succession, we provide steadfast guidance and support.

In serving family offices, our scope broadens to encompass the functions of an outsourced finance department while also offering nuanced counsel on intricate family dynamics. With discretion and acumen, we facilitate family discussions, impart knowledge to heirs regarding family enterprises and financial matters, and collaborate with existing advisors to advance the family’s legacy aspirations.

Our advisory services to individuals and family offices include these offerings:

  • Budgeting and Forecasting
  • Personal Finance Education and Coaching
  • Trust, Will and Estate Planning
  • Wealth Preservation and Philanthropy – Donor-advised funds and Private Foundations
  • Alternative Investments – Venture Capital, Private Equity, Hedge Funds
  • Tax strategy on income, dividend, capital gain, RSU/Options, and Inheritance
  • Partnership and Small Business Setup, Fund-raising, Growth, M&A, and Exit
  • Real Estate and Auto Ownership – Financing, Leasing vs. Buying, Cash Flow Analysis
  • Insurance Package Review and Risk Management