Envision
Envision is an innovative investment-planning process. We begin by helping you define measurable goals. Next we evaluate the likelihood that your goals would have been met, given ever-changing market conditions and your recommended investment plan. Using an advanced simulation methodology, Envision analyzes the delicate balance needed for you to make progress toward your goals while seeking to avoid unnecessary investment risk.
Using statistical modeling, Envision simulates hypothetical market and economic scenarios to demonstrate the impact that different market environments would have had on your goals. With that information, we can adjust your investment strategy to reflect both realistic expectations and your own comfort level.
Below are some sample reports:
Basic Envision Plan
Detailed Envision Plan
If you are interested in using Envision to help bring new simplicity to your investment portfolio, fill out the Online Envision Profile and submit via email or mail so we may begin the process for you!
Please do not hesitate to contact us with any questions.
IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Envisions’ simulation model incorporates assumptions on inflation, financial market returns and the potential relationship between these variables based on an analysis of historical data. Using Monte Carlo simulation, and data provided by the Center for Research in Securities Pricing, Envision simulates thousands of potential outcomes over a lifetime of investing. The varying historical risk, return, and correlation between the assets is based on indices over several market cycles. If the indices do not provide sufficient historical data to gauge asset class performance, we may use the performance statistics of related asset classes.
Unlike financial planning, Envision does not include a detailed analysis of insurance, real estate investment or savings strategies. It also does not cover estate and tax planning.
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