Vision Capital Management

Serving individuals and families since 1999, Vision Capital Management is an established, women-founded, employee-owned firm that provides the highest-quality financial planning and investment management services. We are a fee-only, independent registered investment advisor (RIA) because we believe that our clients’ interests should come first and foremost. In our work with clients to both grow and preserve their wealth, we focus on educating them, so they feel empowered to be active participants in their financial lives. We employ a growth-oriented investment strategy and construct portfolios that are focused on long-term, sustainable results. Our analysts use an anticipatory investment selection process based upon our propriety, in-house research. This approach, alongside patience and diligence, is the foundation of our investment philosophy and portfolio management. We complement our disciplined investment strategy with high-touch financial planning, allowing us to build long-term, committed relationships with our clients.