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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Ridge quantumOptima quantum +more
- Established Date
- 02-15-1995
- Office Locations
- 2
Office Locations
About Envision Capital Management INC
Envision Capital Management is a privately held boutique fixed-income manager building customized, separately managed bond portfolios for individuals, closely held businesses, and tax-deferred accounts. Accounts are custodied at Charles Schwab, enabling multi-dealer trading and institutional pricing. Clients work directly with portfolio managers Marilyn Cohen and Chris Malburg, aligning portfolios to safety, liquidity, and yield.
Team overview
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Asset Classes
Custodian
Investment Themes
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Services
Technology
Owner & Executives
MARILYN MAXINE COHEN
Analyst, Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President
- CRD
- #860876
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTOPHER ROBERT MALBURG
Vice President, CFO
- CRD
- #1801501
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $334,050,000 | $1,478,097 |
| Non-Discretionary | $0 | -- |
| Total | $334,050,000 | $1,478,097 |
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Separately Managed Accounts
Total SMA Asset: $334,050,000
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,448,439,841 | 18.4% |
| Corporate - Investment Grade | $1,440,567,885 | 18.3% |
| Equity - Exchange | $1,298,872,683 | 16.5% |
| Cash | $1,448,439,841 | 18.4% |
| U.S. Government/Agency | $1,401,208,107 | 17.8% |
| Corporate - Non-Investment Grade | $834,427,299 | 10.6% |
| Total | $7,871,955,656 | 100.0% |