OUR APPROACH

PLAN

RECOMMEND

IMPLEMENT

MONITOR

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PLAN

The first step is to determine your objectives, constraints and any special circumstances that should be considered in formulating an investment plan. This includes a comprehensive financial assessment and portfolio risk evaluation, determination of education savings and retirement goals, and strategic tax planning.

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RECOMMEND

After your needs and goals have been determined, we will make specific recommendations including the development of an asset allocation proposal designed to achieve your objectives. At this stage of the process, the asset allocation proposal will reference investment styles and strategies, not specific securities, funds or managers. This process bridges the planning phase and the implementation phase and is designed to highlight risks and constraints that may have been overlooked initially.

IMPLEMENT

During the implementation phase, Evisor will recommend specific funds and managers to effectively implement your asset allocation plan. The execution strategy will depend upon the specific asset allocation and on tax, cost, liquidity and other considerations that have been highlighted during the planning process. For example, certain managers and funds may require high minimum investments, while other investments, such as financial futures, may not be appropriate for some investors. Evisor will work closely and interactively with you to ensure appropriate diversification and execution in a timely, efficient and cost-effective manner.

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MONITOR

Ongoing monitoring and reporting commence with the implementation of your portfolio investment plan. In addition to ongoing due diligence of investment strategies, managers and funds, you will be able to track your progress toward your investment objectives through your online portal. Portfolios are rebalanced on an ongoing basis as necessary and appropriate, depending on market conditions and your particular circumstances and after consideration of taxes and transaction costs.

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DIVERSIFICATION

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BEATING THE MARKET

TAX DRAG

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Diversification

Is your investment portfolio diversified? Are you diversified across risk types as well as by asset class?

Diversification has been called the only free lunch in investing, because the risk reducing benefit of diversification is a matter of fact, grounded in mathematics and statistics. Evisor considers an expansive view of asset classes and may incorporate alternative strategies such as commodities, foreign currency, real estate, and other forms of non-traditional beta. Beyond asset classes, Evisor diversifies exposure of other types, such as asset type, geographic market, fund and manager. But diversification is not just about risk reduction. Investment research conducted over several decades suggests that the vast majority of returns available from investing can be captured through asset allocation. Evisor incorporates this research into our portfolio construction process, maintaining strategic exposure to a broad array of asset classes rather than attempting to pick winners and losers.

Evisor’s investment process is grounded in enduring principles: broad diversification, a systematic, “open architecture” approach to investment selection, low costs, and tax-efficiency.

If you would like to speak with an advisor, contact Evisor at (888) 625-7768, or send us an email.

Tax Drag

Tax-efficiency is perhaps the most important benefit that an advisor should bring to the management of a client’s portfolio.

Taxes are a drag on investment performance. The money you pay in taxes today cannot grow and compound in your investment portfolio. Tax-efficiency is perhaps the most important benefit that an advisor should bring to the management of a client’s portfolio. The importance of tax planning and mitigation strategies has never been greater than it is today. Taxable investors do have effective methods for deferring or reducing investment and estate taxes, but most individuals and many advisors pay only cursory attention to the tax-efficiency of their overall investment strategy. Evisor will help you take advantage of the benefits that are available to you without any gimmicks or high-risk strategies.

Evisor has a singular focus: delivering investment solutions to meet your specific needs. The principals of Evisor have been helping individuals, families, corporations and institutional investors tackle their complex financial and investment problems for over twenty years.

If you would like to speak with an advisor, contact Evisor at (888) 625-7768, or send us an email.

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Beating the Market

investment research conducted over several decades suggests that the vast majority of returns available from investing can be captured through asset allocation.

Beating the market is an appealing idea for certain, but most investors do not manage to outperform their benchmark indices over the long term. In fact, investment research conducted over several decades suggests that the vast majority of returns available from investing can be captured through asset allocation. Evisor incorporates this research into our portfolio construction process, maintaining strategic exposure to a broad array of asset classes rather than attempting to pick winners and losers.

Evisor utilizes a systematic approach in selecting investments and managers. Low-cost, highly-diversified investments such as Vanguard index funds, iShares ETFs, and index futures form the core of our portfolio strategies. We search for persistent sources of alpha rather than for managers with a “hot hand,” since today’s top performers often underperform in subsequent years. For the same reason, client portfolios are rebalanced regularly to ensure that asset class weights do not exceed acceptable limits.

If you would like to speak with an advisor, contact Evisor at (888) 625-7768, or send us an email.

PRICING

BASIC PLAN

$250 ONE-TIME

A detailed financial review including valuable recommendations geared toward your goals

FULL SERVICE

0.25% AUM

We will implement our recommendations and provide continued monitoring. Includes Basic Plan at no cost with a 6 month agreement.

WHITE GLOVE

$125 / HR

Tap into our network of vetted financial professionals to answer any questions you may have.

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