Vision Capital & Management

Overview

Vision Capital & Management is an independent registered investment adviser that has operated since 2006 and serves individuals and families, along with small businesses and institutional clients. The firm manages portfolios on a discretionary basis and blends financial planning with active portfolio management and pension consulting. Its stated preference is for equities, and nearly half of its assets sit in exchange-traded equities, indicating an equity-first posture across client portfolios. Fee arrangements include both percentage-of-assets and fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. As an independent RIA owned by an individual, the firm appears to combine advisory services with access to insurance-based products through a distributor relationship, suggesting a multi-product approach to meeting client liabilities and income needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices