Global Vision Financial Services

The firm provides investment management primarily for pooled and institutional-style accounts — including pension and profit-sharing plans, ERISA accounts, trusts, and business entities — and also offers financial planning. It separately provides accounting and tax services for business owners and individuals, with planning and accounting work billed on an hourly basis or similar flat-rate arrangements.

The investment approach is grounded in modern portfolio theory implemented with low-cost ETFs across multiple asset classes, a long-term buy-and-hold orientation, periodic rebalancing, and discretionary portfolio management. The firm also offers tax-loss harvesting for ETFs and individual equities and emphasizes ETF selection criteria such as liquidity, tracking error, and conservative securities‑lending policies, with accounts monitored daily and performance reviewed at least quarterly.

What is noteworthy relative to peers is the principal’s licensed CPA and master’s-in-taxation background combined with the firm’s explicit accounting and tax practice, an uncommon operating model for an investment manager. The brochure also discloses that the adviser serves pension and profit‑sharing clients, accepts hourly fees for planning and accounting services, and participates on external investment committees for which it may receive stipends, reflecting a mix of advisory, fiduciary, and outsourced committee roles not typical for similarly sized investment-manager firms.