Simplified, smart investing
Transparent fees
Backed by the Vision Capital team
VISION VAXA MAY BE THE RIGHT SOLUTION FOR YOU IF:
- You’re saving for the future and looking for a professionally managed investment solution that will grow with your investment and planning needs over time.
- You’re comfortable using low cost ETF vehicles to build out your investment strategy.
- You have limited financial planning needs and value the help of a professional investment management team in assessing risk for a reduced fee.
- You’re the fiduciary for one or more beneficiaries and are looking for a simple and cost effective solution with professional investment management.
Vision Vaxa STANDARD
Services
- Account setup
- Initial risk assessment
- Transfer/rollover assistance
- Access to portfolio management portal
- Client Relationship Associate available for changes to risk profile or service level and account maintenance only
Investment Management
- Active, strategic asset allocation using low cost ETFs through online platform
- Tax loss harvesting
Vision Vaxa SERVICED
Services
- All Vision Vaxa standard services
- Educational seminars
- Access to financial planning website
- One in-person meeting per year with a Client Relationship Associate for financial wellness. Communication is limited to changes to risk profile or service level, account maintenance and data gathering for annual planning meeting.
