I have some fixed income investments maturing soon. Can Vision help me to decide on potential replacements?
Vision is a full-service broker/dealer and as such can help you find different investments among numerous asset classes. As a discount brokerage firm Vision does not generally offer specific advice regarding which investments you should purchase. However, we can offer additional assistance in one of two ways: • If you feel that for your portfolio or at least a portion of your portfolio you would like the assistance of a Financial Advisor we can refer you to one of the professionals at our affiliated company, Vision Brokerage Services. • If your fixed income portfolio is currently (or may become) greater than $500,000 you can take advantage of our portfolio construction service. This valuable service provides a detailed and informative report making specific fixed income recommendations based on each investor’s unique parameters. The information provided regarding risk tolerance, liquidity needs, time horizon, age, tax bracket, state of residence, etc. is used to custom tailor a fixed i
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