Visionary Asset Management

We are accountable to you, the independent advisor. Our principles are rooted on a solid reputation for excellence in the delivery of financial services. We understand the challenges you face on a daily basis when servicing the needs of your clients. Our business philosophy is based on this understanding of the support you need to grow your business. Visionary Asset Management is committed to providing you with a total solution to help you succeed.

Ease of doing business with Visionary Asset Management, Inc. is a hallmark of our firm. In our opinion, we are poised to creatively take advantage of today’s technology. You will enjoy the flexibility of on-demand reporting, downloading data feeds to outside systems such as Albridge, and client account access. Doing business with Visionary Asset Management is exceptionally easy and intuitive. We can help you harness powerful tools to keep your client informed and engaged.

Visionary Asset Management, Inc. is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”).  Registration with the SEC or any state securities authority does not imply a certain level of skill or training.

VAM organization chart

Portfolios Offered

Services Available

  • Variable Annuity Money Management
  • Unified Managed Account Solution
House Calls: we will come to your office for a one-on-one meeting with you and your team to assist in learning about the solutions provided through VAM
Proposals: we will create a proposal for you to review prior to meeting with your client
Pre-Fill: we will pre-fill all the necessary account opening documents needed to open an account within a VAM solution
Online Demo: we can conduct a personalized online demo of the solutions available through VAM for you and your entire team

 

VAM understands that you, the advisor, are our most important asset, and we continually strive to provide you and your clients with what we consider to be some of the best and brightest money managers and services in the industry. With over 200 advisors currently using the various programs offered, we invite you to learn more about the innovative solutions available to you and your clients.

A Disciplined APPROACH

With Visionary Asset Management, your clients may benefit from a proven, disciplined approach. Through a diversified portfolio of various investment vehicles and periodic monitoring and rebalancing, we strive to improve the portfolio’s performance potential while limiting overall portfolio risk.

A Question of BALANCE

An important objective of asset allocation is diversification.

When the investment returns of a portfolio’s holdings do not move together, it can produce desirable results: this is one of the benefits of diversified portfolios. We can help you construct diversified portfolios by providing investment opportunities in different asset classes to accomplish lower volatility while attempting to maximize returns.

The portfolio asset allocation should depend on the client’s personal financial goals, liquidity time horizon, and comfort with market fluctuations. It is important to evaluate the asset allocation periodically, to make appropriate adjustments as your client’s life circumstances change and they move closer to reaching their financial goals.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.

A Question of STRATEGY

It doesn’t matter if the client is a younger investor with a distant investment horizon and the need for a more aggressive portfolio or an investor with a shorter investment horizon, who would benefit from being more conservative – we can assist you with creating a solution for your client that seeks to accomplish their goal.

Visionary Asset Management’s INVESTMENT PROCESS

Step 1: Review client’s risk profile.
Step 2: Develop personalized asset allocation.
Step 3: Deliver proposal with asset allocation objective.
Step 4: Implement personalized asset allocation strategy.
Step 5: Monitor and adjust portfolio based upon various market conditions.

Disclosures

BCP Disclosure Statement
Miller Part 2B Brochure Supplement
VAM Website Disclosure, 2017
Visionary Annual Updated Wrap Brochure 03-2017
Visionary Non-Wrap Brochure 03-2017
Visionary Privacy Policy 06-30-2017