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INVEST

It’s our differences that set us apart. We have different answers, because we ask different questions.

  • Two disastrous markets in the last two decades not only lost investor’s capital, but something just as valuable…….time.
  • Recouping from severe market declines can seriously impede any financial plan.
  • But growth for future needs is often a necessity.

Asset Allocation

Strategy Diversification

Strategy Diversification

We educate and inform our clients about different ways of investing for Risk and Return. Traditionally, the investment world talks about Asset Allocation and aligning it with a person’s tolerance for loss. This trade-off is common practice.

At VisionPoint, we employ Strategy Diversification in place of Asset Allocation.

Our research and investment team has found that by using Strategy Diversification, it provides an opportunity to participate when markets are growing, but the potential to limit losses in times of uncertainty.

All of this is done with investments that are transparent of holdings and fees.

If this sounds intriguing, we invite you to have a conversation.

There is no guarantee that a diversified portfolio will enhance the overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy assures success or protects against loss.

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