VISION2020 WEALTH MANAGEMENT CORP.

Overview

Vision2020 Wealth Management Corp. is a registered advisory corporation that has been SEC-registered since 2010. The firm operates as a capital allocator and emphasizes manager selection, outsourcing investment management to other advisers rather than running entirely in-house strategies. Its client billing is based on a percentage-of-assets-under-management fee model. Reported firm characteristics include related-adviser relationships and a range of industry connections. Public filings list affiliations or roles tied to a broker-dealer, other investment advisers, a trust company, an insurance company, a pension consultant, and capacities as sponsor/GP/managing member of pooled investment vehicles. Vision2020 is not flagged as an active ESG investor and is not designated as a multi-state or newly formed adviser.

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Investments & Alternatives

Location & Offices