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Justin B

Series 65, Series 66

Laguna Beach, CA

Vision Investment Advisors, LLC

Justin Boshnack is a financial advisor with Vision Investment Advisors, LLC, holding Series 65 and Series 66 licenses and 11 years of industry experience. He previously worked at Luke Asset Management Partners LLC and has led Three Lakes Trading Company, Inc. as its president for over two decades. Outside of advisory work, Boshnack is CEO and president of HedgeRock Capital Inc., a commercial real estate finance firm specializing in brokering refinance and construction loans. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional clients, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and supports held-away accounts through an order-management system.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Concentrated stock management
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