A 3-Step Investment Management Process
At Vision Wealth Strategies, we believe that a disciplined approach to investment management is the best way to advance and protect your financial goals. We cut through the chaos with a proven three-step process.
Step 1: Create portfolios based on asset and sector classes believed to be in a long-term uptrend. Consistently catching short-term swings in the financial markets is nearly impossible. Instead, we focus on longer-term themes and seek to profit from them as they develop and mature.
Step 2: Use a watch list to monitor an eclectic group of best-in-class, non-proprietary investment vehicles. With thousands of investments to choose from, we narrow the list to a manageable level that we can effectively monitor.
Step 3: Utilize multiple quantitative analysis tools to improve our buy/sell decision-making process. Using advanced technology, we are able to sift through vast amounts of data to help us identify trends and turning points. This technology, coupled with our years of experience, helps us make better and more profitable investment recommendations.
