Delray Beach, FL Office

Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals (including high‑net‑worth clients), family offices and institutional investors across a range of model portfolios — equity, balanced, dividend, fixed income and total portfolios — and offers specialized option‑based programs such as stock put writing and put credit‑spread strategies. The firm also allocates to third‑party money managers and independent commodity trading advisors for managed futures and supports held‑away retirement and HSA accounts through an order‑management system.

The firm’s investment process emphasizes growth‑oriented large‑cap equity selection using a combination of fundamental and technical analysis, with routine use of covered‑call writing and selective protective put purchases in core portfolios. For aggressive mandates it employs leveraged option strategies (short puts, credit spreads, uncovered calls and other spread/straddle tactics) and margin, and it may negotiate performance‑based fee arrangements for qualified clients.

Vision’s regulatory and operational footprint differs from many peers: it is affiliated with broker‑dealers and an NFA‑registered introducing broker/CTA, executes trades through an affiliated broker‑dealer and manages collateral accounts tied to secured demand notes, all of which are disclosed in its brochure. The firm also maintains legacy wrap accounts, sponsors an order‑management service for held‑away assets, operates from five or more offices, and discloses an NFA consent/undertaking involving a management person; the brochure notes that affiliates or associated persons may receive execution or commission‑related revenues in certain situations.