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Envision Capital Management Inc.

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Envision Capital Management Inc.

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Envision Capital Management®, Inc. manages portfolios of fixed income securities for individuals. Marilyn Cohen, founder and chief of investment strategy along with portfolio manager, Alex Anderson, have had distinguished careers with two of the largest bond companies in the world--Cantor Fitzgerald and Wells Capital. They know the limitations such mega-institutions force upon individuals with smaller bond portfolios.

Envision’s size is its strength: We’re large enough to command sufficient clout in the fixed income markets to get institutional market prices or better. Yet, we’re small enough to provide separately managed bond accounts and the individual attention that requires for each and every client. We don’t treat our clients as one large pool of investment capital as do the huge institutions. Instead, we custom tailor each client’s asset management and investment program to their specific needs, their tolerance for risk and their required returns. Then we execute. Precisely. Flawlessly. We get it right the first time, every time.

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