The Visionary Think Tank
- 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.