Vision2020 Wealth Management Corp.

Overview

Vision2020 Wealth Management Corp. is a corporation that operates as an institutional registered investment adviser and functions as a capital allocator. The firm has been SEC-registered since 2010 and charges clients on a percentage-of-AUM basis. Its primary advisory role is the selection of other advisers and external managers, and it is designated as a related adviser to other entities. Vision2020 reports that it does not position itself as an active ESG investor and is not registered as a multi-state adviser. The firm lists affiliations across the financial services ecosystem, including broker-dealer relationships, other investment advisers, trust company and insurance company links, and roles as sponsor or general partner/managing member of pooled investment vehicles.

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Investments & Alternatives

Location & Offices