A complete list of active advisors currently associated with Vision Capital & Management

Warmer can help you find a great advisor at Vision Capital & Management or one who fits your needs even better.

Vision Capital & Management provides discretionary and non‑discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations and institutional clients. The firm offers ongoing portfolio management, financial planning and pension consulting, and also provides model portfolio services to other advisers and institutions. The firm’s investment process emphasizes a macro-driven “core vision thesis” across short-, mid- and long-term time horizons and combines asset‑class diversification and correlation strategies to pursue risk‑adjusted returns. Portfolios are implemented primarily with mutual funds and ETFs (including digital‑asset‑focused ETFs where appropriate), and individual accounts may be managed on a discretionary basis while pension and institutional engagements are typically advisory with the client retaining trading discretion. What is notable about the firm is its small adviser team managing approximately $144.8 million in discretionary client assets while also supporting roughly $380 million in assets through institutional model portfolio services for third parties. The firm requires clients to direct brokerage to its recommended custodian, does not generally vote client proxies on behalf of advisory accounts, and follows SEC standing‑letter‑authorization safeguards for fee debits and transfers.

To learn more about the advisors currently working at Vision Capital & Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.