Wealth Vision Services

Chief Investment
Officer

Investment

  • Portfolio Management
  • Retirement Income
  • Asset Allocation
  • Wealth Accumulation, Preservation, and Distribution
  • Longevity Planning
  • Stocks, Bonds, ETF’s, Mutual Funds, etc. 
  • Communications

Market Cycles

  • Risk Objectives
  • Return Objectives
  • Time Horizon
  • Liquidity Needs
  • Tax Awareness
  • Legal Issues
  • Unique Circumstances

Asset Protection

  • Interest Rates
  • Inflation
  • Corporate Earnings
  • Capital Market Assumptions
  • Fundamental Analysis
  • Technical Analysis
  • World Markets
  • Geopolitical Events

Economics

  • Monetary Policy
  • Fiscal Policy
  • The Fed
  • Supply & Demand
  • Population
  • Demographics
  • Trends
  • International Trade