How will my assets be invested at Vision Capital?

• Explain Vision Capital’s investment process.

  The goal of Vision’s Global Dynamic Strategy (GDS) is to construct a globally diversified portfolio to meet each client’s suitable level of risk. To accomplish this goal, our investment team deploys an active strategy to optimize risk adjusted returns using a diverse group of global asset classes...

• What asset classes and vehicles does Vision Capital use to invest my assets?

  Based on portfolio size and client preferences, Vision Capital will use individual stocks, individual bonds and exchange traded funds (ETFs) to build client’s portfolios.

• What is an exchange traded fund?

  An exchange-traded fund (ETF) is a type of security that involves a collection of securities—such as stocks—that often tracks an underlying index, although they can invest in any number of industry sectors or use various strategies. ETFs are in many ways similar to mutual funds; however, they are...