Vision Capital Partners

Overview

Vision Capital Partners is an independent registered investment adviser, SEC-registered since 2015, that serves both individual/family and institutional clients. The firm operates as a capital allocator, selecting third‑party managers and blending model portfolios with direct advisory services. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements, and the firm offers financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection, and educational workshops. Vision Capital Partners does not position itself as an ESG investor and is structured as an individually owned corporation rather than as part of a larger broker‑dealer or wirehouse. Its advisory mix suggests a hybrid approach: discretionary portfolio management paired with consultant‑style activities around selecting outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives