Terese B.
2/12/2025
Dijana has helped me file my taxes for two years in a row now and I could not be happier with her support. She is so knowledgeable, responsive and absolute expert when it comes to taxes, rules and...
Guglielmi and Ohira
Open
(9)
11755 Wilshire Blvd Ste 1140
Los Angeles, CA 90025
Envision Capital Management Inc. is a boutique money management firm based in Los Angeles, specializing in fixed income securities for individual investors, privately held companies, and tax-deferred accounts. The firm's size allows for significant presence in the fixed income markets, providing clients access to institutional market prices while ensuring personalized service through separately managed accounts.
With a commitment to client peace of mind, Envision Capital separates the money management function from custodial services, partnering with Charles Schwab & Co., Inc. This approach not only safeguards clients' privacy but also offers streamlined access to account performance and a customized investment strategy tailored to individual needs.
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Reviews
3.59 reviews
Will N.
2/14/2023
Robert came across as professional on the first encounter but that was the only time he was professional. Communication No call back on 15 occasions thatemails responded with I will call you...
Noelle R.
6/4/2024
Robert has been my CPA for approximately 25 years. He's thorough, professional and easy to work with. He's very knowledgeable beyond processing tax returns. He's helped my family and I with...
Petra C.
4/25/2017
Robert & Tatiana are the best team when it comes to handling my taxes. Their efficiency and quality of work keep my business taxes in order. Robert and Tatiana, I'm very grateful to have your...
Nick M.
10/12/2012
BUYER BEWARE!! We have always paid our taxes on time along with taking as few exemptions, write-offs, and loopeholes as possible (to play it safe) and the first time we used this guy he tries to...
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