Vision Tech Financial Advisors

Overview

Vision Tech Financial Advisors is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. The firm charges fees both as a percentage of assets under management and on an hourly basis, which supports a mix of ongoing portfolio oversight and project-based planning work. Vision Tech does not classify itself as an ESG-focused manager and is not set up as a multi-state adviser, suggesting a concentrated client base and a conventional investment approach. Investment activity centers on public pooled vehicles as the core building blocks of client portfolios, supplemented by targeted alternative exposure to real estate and REIT strategies. Given the firm’s scale and client makeup, allocations appear geared toward broad diversification using mutual funds for core equity and fixed income exposure while adding real-estate-related alternatives to generate income and reduce correlation to public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices