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Jeffrey Schmidt
Director Of Investments at Vision Capital Management
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Work Experience
Director Of Investments
Dec 2010 - Present · 14 years
Vice President - Portfolio Manager
Feb 2007 - May 2010 · 3 years and 3 months
Rigel Capital, LLC
Associate / Assistant Vp / Research Analyst
Jun 2003 - Jan 2007 · 3 years and 7 months
Company Details
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.
Year Founded
1999
Social Media
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Industry
Investment Management
HQ Location
4380 S Macadam Ave Suite 350 Portland, Oregon 97239, US
Keywords
Investment management for individuals and familiesComprehensive financial planning and advicefinancial planning for womefinancial planning after divorcewealth management
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