CoreVision Financial Group

coreVISION Financial Group provides discretionary investment management, financial planning, and retirement‑plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, businesses, charitable organizations, and retirement plans. The firm reports managing approximately $352 million on behalf of about 760 clients and operates with a six‑person advisory team.

The firm describes a customized, primarily long‑term investment approach that uses fundamental, technical, and cyclical analysis to construct portfolios from low‑cost mutual funds and ETFs, individual stocks and bonds, options contracts, and independent managers. Its Form ADV discloses that it may employ derivatives and borrowing (margin) in separately managed accounts and that it sponsors a wrap‑fee program that bundles custodial and transaction costs into its asset‑based advisory fee (see Appendix 1).

Compared with many peers, coreVISION’s disclosures place notable emphasis on third‑party public records and program materials — the brochure directs prospective clients to the SEC’s Investment Adviser Public Disclosure site and includes a separate Wrap Fee Program Brochure. The firm also documents that several advisory persons maintain broker‑dealer and insurance registrations and that it has an institutional platform relationship with LPL Financial that provides software and economic benefits; the firm further discloses a materially time‑allocated outside legal practice maintained by its Chief Compliance Officer.