Vision Capital Investment Management, Inc.

Vision Capital Investment Management provides discretionary investment management to individuals, families, trusts, non-profit and religious organizations, and small businesses and corporations, including individual and corporate retirement accounts. It manages portfolios primarily through individual stocks and bonds with a limited use of ETFs and mutual funds, and it also offers hourly investment advice on occasion.

The firm combines top-down macro and sector analysis with bottom-up fundamental research, blending value and growth (GARP-style) stock selection and selective technical indicators; it emphasizes asset allocation and diversification within client-established parameters and generally maintains a multi-year holding horizon. Clients can impose social or financial restrictions, and the firm implements customized socially responsible investing themes such as clean energy, affordable housing, and related sectors into portfolio construction.

Compared with many independent advisers of similar scale, the firm unusually serves corporate and institutional clients and provides pension/retirement consulting in addition to individual wealth management, and it sometimes shares management duties with another registered adviser for certain accounts. It also limits custody to independent discount broker-dealers and tends to favor direct-security portfolios and laddered investment-grade bonds over heavy reliance on pooled funds.