Envision Capital Management Inc

Christopher Malburg is an advisor at Envision Capital Management Inc with Series 63 and Series 65 credentials. He has worked at Envision since 2020 and has over three decades of experience as a CPA and small business consultant. Additionally, he has been involved with Writers Resource Group, Inc. since 1999. Envision Capital Management provides discretionary portfolio management primarily for high-net-worth individual clients. The firm focuses on fixed-income and other marketable securities using both fundamental and technical analysis, emphasizing longer-term holdings while maintaining the ability for shorter-term trades.

Marilyn Cohen is a financial advisor at Envision Capital Management Inc in Los Angeles, CA, holding a Series 63 designation with 31 years of industry experience. She has been with Envision Capital Management since 1995. Envision Capital Management provides discretionary portfolio management exclusively for high-net-worth individual clients, managing approximately $334 million across 226 accounts. The firm’s investment approach emphasizes fixed-income and other marketable securities, combining fundamental and technical analysis to develop individualized policies with a focus on longer-term holdings.