vision vaxa dynamic portfolios are based on our proprietary asset allocation strategy. Using a sophisticated method to measure risk in a given allocation, we monitor the markets and make adjustments to the portfolios when necessary.

The portfolios are not being managed by “automated computer algorithms”, they are managed directly by Vision’s Investment Team.

Financial Advisors Vision Capital Team

Why choose vision vaxa dynamic portfolios?

  • Efficient diversification

    All portfolios are invested using low cost Exchange Traded Funds (ETFs) that offer a diversified portfolio without the high costs of active management.

  • Simplified, secure experience

    The client website is secure and user-friendly with built-in tax loss harvesting and automatic rebalancing within a prescribed drift tolerance.

  • The right service level for you

    All vision vaxa clients are supported by Vision Capital's team with services added as your portfolio grows.

Fields marked with a * are required.

Frequently Asked Questions

Why the name vision vaxa?

vaxa means “to grow” in Icelandic. The name vaxa was inspired by the goal of the strategy: to help clients save and grow their assets for the future.

Why is vision vaxa different from other online services?

vision vaxa dynamic portfolios are based on our proprietary asset allocation strategy. Using a sophisticated method to measure risk in a given allocation, we monitor the markets and make adjustments to portfolios when necessary. The portfolios are not being managed by “automated computer algorithms”, they are managed directly by Vision’s Investment Team.

What types of investments will I own?

All portfolios are invested using low cost Exchange Traded Funds (ETFs). ETFs offer investors the ability to efficiently diversify their portfolio without the high costs of active management. vision vaxa is a globally diversified portfolio that is designed to achieve optimal returns at every level of risk.

What can you tell me about the online service?

The client website is secure and user-friendly. It allows for tax loss harvesting in taxable accounts and automatic rebalancing within a prescribed drift tolerance. The website offers the ability to change risk level at any time and investors can easily link their bank accounts to seamlessly move money between their investment portfolio and checking account.

Does Vision Capital provide any service for this offering?

vision vaxa clients will receive Vision’s monthly e-mail newsletter, including a market update. Clients with portfolios between $25,000 and $100,000 will have an initial setup meeting with a Vision Capital Client Relationship Manager. Clients with portfolios of $100,000 or greater may choose the offering that includes one meeting per year with a Client Relationship Manager. As assets grow, Vision Capital will consult with the client to see if a higher service level offering would be beneficial.