Entering the gleaming venture visionary partners in Sylvania, Ohio, on the outskirts of Toledo, feels less like entering a heritage management firm and more like entering the lobby of a Silicon Valley innovative. A serene waterfall welcomes you at the door; Elegant glazed offices border the halls, while huge digital screens show real -time data and market updates. But the true center of attention – and more and more the throbbing heart of the operation – hides beyond the conference rooms on the second floor: the Venture Visionary Lab.
A creation of the founder and executive director Craig Findley, the high -tech control room is an unusual environment for a heritage management industry rooted by virtues such as patience and measured growth. “It’s like having a second brain in the room,” says Findley with a smile, pointing out the space where each wall is a tactile screen from ground to ceiling. In essence, a war room designed to resemble a small New York Stock Exchange, combines institutional level investment research with venture tools and a large dose of avant -garde, driven by Openai.
The laboratory is both an R&D center and a expensive marketing tool for customers, used to impress its clientele, mostly from the west medium. “Help customers to see that we take this seriously,” says Findley, 55, a finance and marketing student who graduated from the Hillsdale College of Michigan, a small Christian university of liberal arts, in 1992. And for technology -love customers? “They are frankly impressed.”
Originally conceived as a trade, research and collaboration center, the laboratory has evolved to become much more ambitious. The four walls of the room are interactive flat screens, connected to laptop computers using a simple barcode device. Facial recognition is required to access, and a virtual assistant of AI, happily nicknamed “Venture”, is ready to take notes, consult investment analysis or even remember the last conversation of a customer instantly.
Findley expects the laboratory soon to be totally interactive by voice. “Over time, we will welcome us, and also to our clients, upon entering,” he says. Today, it is already partially ready: ask venture about a company or a client and, in a matter of seconds, will obtain selected information from its approved research sources and its CRM system.
Founded in 2019, this registered investment advice firm, with a assets of 5.1 billion dollars (assets under management), is proud to forge deep and personalized relationships with its customers, but now the technology has enhanced that approach. All that high technology is not free. Findley estimates that the implementation of his venture visionary lab cost him no less than $ 500,000. As for fees, its signature traditionally charges between 1% and 1.5% of the assets, according to their presentations before the SEC.
One of the keys to the Findley approach is the quality of your data. The new clients complete a personality evaluation and values of 62 questions, which covers from the priorities in their relationships to the objectives for the legacy. The questions vary from apparently trivial issues, as if a client has hired a lawyer or written a will, even deeper inquiries, such as the fundamental values that guide their work and personal life.
Once finished, customer responses are reflected on the large digital laboratory screen in a personalized “mental map”. While this discovery process is not new to venture, showing these responses to customers in the laboratory in recent months has not only made it a more interactive process, but also more efficient, since Findley and your team can better identify customer priorities. “It allows us to better understand the details of the discovery process,” he adds.
The laboratory not only impresses customers, but also helps Venture’s advisors to work more intelligently thanks to their AI, who captures meetings notes and assigns follow -up. If a client mentioned his daughter’s acceptance at the university during a meeting six months ago? Venture will remember and suggest timely follow -up on the next contact point.
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The laboratory also plays a fundamental role in the Venture Visionary Partners process, as it acts as a tool during the investment committee meetings. For example, if Findley and his team analyze the actions of Tesla, the IA assistant can quickly generate summary reports of analysts, financial documents and projections of results for their review, which helps the company detect patterns more quickly in the management of its portfolio.
They have also begun to use the Boosted.AI chatbot to improve the efficiency and precision of market studies. For example, the team recently asked Alfa to analyze the companies of Russell 1000 that reported profits in the last three months and identify those that exceeded earning estimates per action (BPA) and income. “Then, we combine that data with the Seeking Alpha profit review scores to highlight the companies that exceeded the expectations of profits and income, that is, those that not only exceeded the expectations of profits and income, but also raised the future projections,” says Findley.
The main strategy of the firm is to invest in shares with upward dividends, focusing mainly on US companies of great capitalization. For more aggressive investors, Venture offers a growth strategy at a reasonable price that seeks to capture the revaluation of long -term capital without pursuing shares with excessive impulse. For opportunities that do not fit perfectly to either profile, the firm applies an opportunistic strategy, which gives the investment team flexibility to find attractive atypical values.
Some of the most selected actions by the team in these strategies include the Tecnológico Tecnological and Amazon technological giants, which quote price-benefit multiples (P/B) lower than those of basic products of slow growth consumption such as Coca-Cola and lower than those of the main walmart and Costco retailers, respectively. Findley also values the Robinhouse brokerage application, which, according to him, was undervalued after the market fall in April and should continue having a good performance thanks to the rapid growth of profits. Another outstanding action is Morgan Stanley, which could experience solid growth thanks to the increase in corporate operations and upward markets. “The action is still 11 % below the maximum of February and trades at a fairly reasonable value of 14 times the profits,” says Findley.
Venture also offers an ETF -based strategy that balances passive investment with tactical approaches in sectors such as technology and communications. For fixed income, the firm is pleased to take advantage of greater short -term yields investing in government bonds, structured promissory notes and private credit opportunities.
“We try to unlink the emotions of investment,” says Findley. “Customers get too carried away by politics or short -term news. History, and an image, they are worth more than a thousand words.” This discipline has been especially important in recent months, since an avalanche of headlines related to Trump administration policies have shaken the markets. Although important indices such as the S&P 500 collapsed more than 10 % after the initial Trump tariffs in early April, the market has stabilized since then and now it is positive again for the year.
“The tariff policy, although well intentional, caused considerable uncertainty,” says Findley.
When asked about the future, Findley’s has a clear vision: greater integration and automation for client experience and the decision -making process, but always with a human touch. “I want a client to enter the laboratory, to recognize him on his face, greet him personally, remember his last visit and find everything we need without moving a finger,” he says. But will the expensive Findley rocket also contribute, driven by AI, to generate greater returns for Visionary customers? It is not yet known with certainty.
