Envisage

Overview

Envisage is an independent registered investment adviser formed as a limited liability company and operating as a fee-based portfolio manager for individuals and small businesses. The firm positions itself as a capital allocator—aligning client capital with external managers and conventional securities—rather than operating large proprietary funds. Its business activity includes selling other financial products alongside advisory services, and its fee model is a percentage of assets under management. Investment preferences skew toward third-party manager relationships and a pragmatic, cash-centric approach. Envisage reports a heavy cash weighting at the account level while allocating selectively to external alternative managers in private equity, hedge funds and real estate. The firm does not self-identify as an active ESG investor and is focused on a narrow client base rather than broad multi-state distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices