Discover Our Client Specializations
Providing Custom Investment Management with a Narrow Focus
Many financial advisors serve anyone as long as they can afford their services. We believe in working with three specific sets of clients. Rather than being everything to everyone, we want to be adept at solving specific problems.
WHO WE FOCUS ON SERVING
Individuals with Concentrated Stock Positions
For those who have a large portion of their net worth tied up in one stock—because of an employer or a belief in a certain company—it’s imperative that you have strategies in place to help hedge against your increased levels of risk. We specialize in helping employees of companies like NVIDIA build a portfolio that focuses on balancing performance and risk.
Institutions and Associations
Our more than 20 years of experience is deeply rooted in institutional investing, building investment portfolios for large organizations. EnvisionX Capital founder Helen Zha spent more than two decades at mutual funds, asset managers, and hedge funds, and leverages that experience to continue helping institutions and associations seeking a diversified portfolio attuned to their risk and performance goals.
Non-American citizens investing in the U.S.
After being born and attending university in China, our founder moved to the U.S. to pursue a Ph.D. at the University of Chicago before beginning her career in the States. Because of that, she’s well-versed in helping non-American citizens capture the possibilities of investing in the U.S. financial markets.
Start investing today!
Contacting EnvisionX Capital opens the door to expert investment management services tailored to your needs. Reach out to discover how we can help you achieve your financial goals.