Maximize Your Portfolio's Potential
Tailored Strategies for Return-Minded Investors
Discover how EnvisionX Capital transforms investment challenges into opportunities for growth with our personalized portfolio management solutions.
Do you need more from your money?
Custom portfolios shouldn't be one-size-fits-all
Too often, investment managers and financial advisors use words like customized and tailored. But they put you in funds that are standard-issue. Return-minded investors need more than that to pursue their goals.
Are you feeling limited by a lack of investment options?
If you’re investing on your own, you’re missing out on institutional investing opportunities that only accredited investors can access. At EnvisionX Capital, we provide our clients with exclusive levels of access.
Would you benefit sector-specific investment expertise?
Becoming an expert on portfolio management is a full-time job that takes years of experience to master. Our founder, Helen Zha, worked for years in hedge fund management on Wall St. and brings that elite experience, along with a deep level of knowledge in the technology sector, to her investment approach.
Are there options that only charge based on performance?
Whether you’re a self-managed investor or working with an investment manager, you know there are no shortage of fees. At EnvisionX Capital, we charge just one fee. That fee is for investment performance, so we only make money when you do.
Why Clients Choose EnvisionX Capital
Cutting Edge Portfolio Design
Our founder, Helen Zha, is deeply entrenched in the technology sector, with a PhD in Physics and a drive to understand the underlying components to investment performance.
Institutional Approach for Individuals
We apply the same institutional-style approaches leveraged by hedge funds and private equity firms for individual investors.
Success-Based Fee Structure
Our confidence in our approach is backed up by how we make money. We don’t charge our clients for investment management unless they’re making money.
Who We Do Our Best Work With
Institutions
Does your organization need to diversify how you’re invested? While we work with individuals, our approach is based on years of helping institutions eyeing risk-aligned returns.
Individuals with Concentrated Stock Positions
Whether you’re an employee with stock compensation or you hold a large amount of one position, our approach can help you tackle risk and returns.
Non-U.S. Citizens Investing in American Markets
Born and raised in China, our founder speaks both Mandarin and English and can help non-Americans access U.S. investments.
Our Investment Approach
At EnvisionX Capital, LLC, we center our approach to investment management around three main pillars, while mirroring the risk profile of investing in the S&P 500.
Data-Driven Models & Analysis
We’ve developed proprietary quantitative computer models to identify optimal entry and exit points for each stock, ETF, and market index.
Actively-Managed Portfolio
EnvisionX Capital constructs a diversified long-short portfolio of U.S. stocks, ETFs, and options, typically holding over 100 stocks, with minimal exposure to ETFs and options.
Market Timing
We actively manage market exposure based on our Market Timing Models, with tools to capitalize on expected declines as well as market rallies.
About EnvisionX Capital
Active in asset management since 1997, Helen Zha, PhD, founded EnvisionX Capital with the mission of bringing her institutional investment experience to help individuals get more from their money.
Helen started her career as an investment analyst and later became a portfolio manager at notable institutions, including American Century (mutual fund), BlackRock (institutional asset manager), and Menta Capital (hedge fund). She has managed billions of dollars in AUM throughout her career.
Helen earned a PhD in Physics from the University of Chicago and a BS in
Physics from the University of Science and Technology of China. She
holds the Chartered Financial Analyst (CFA) designation.
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