The Visionary Think Tank is made of dedicated analysts that are responsible for partnering with the Visionary advisors to manage client assets, including completing trading, billing and portfolio management.
The think tank are professionals responsible for the operations of the firm including data management, trading, and billing.
Data Management – The Think Tank ensures that the data feeds being provided by our Custodians and portfolio accounting software is accurate and up to date for advisors and their clients.
Trading –Partnering closely with the Investment Committee, the Think Tank executes changes to model portfolios, re-occurring trades, and weekly rebalancing and oversees the daily trading of thousands of client accounts.
Billing – The Think Tank processes all advisory and management fees at Visionary for advisors and their clients.
By design, the goal of Think Tank is to be a resource to the advisors of the firm, allowing them to keep and maintain their focus on clients.