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Vision Asset Management helps high net worth individuals who are ready to approach managing their wealth differently. We consider portfolios in excess of $250,000 that can be managed on a discretionary basis.

Also, if you are pleased with your current advisors but would like an independent second opinion, we offer a customizable asset allocation review. This can be done on an annual or quarterly basis for a nominal fee without disruption of your current money manager.

Vision Asset Management Investments, LLC
22 South Links Ave, Sarasota, Fl 34236
(203)-415-5581

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Customized Services

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