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.
Vision Capital Management的外部链接
4380 S Macadam Ave
Suite 350
US，Oregon，Portland，97239
We had a great time packing bags of food for local school children. Thank you, #portlandbackpack! #givingback #portlandbackpack #visioncapitalpdx #portlandoregon #communitygiving
In honor of Women’s History Month, we are sharing some of our own. In 1999, the mother-daughter team of Sue McGrath and Marina Johnson founded Vision Capital Management. Today, our firm is still employee-owned and majority female-owned, providing personalized financial planning and investment portfolios for individuals, families and organizations. We feel fortunate to partner with our clients to understand their visions for the future and help them achieve their goals. #financialplanning #investmentmanagement #womenshistorymonth #visioncapitalpdx
May your day be as lucky as a four-leaf clover, Happy St. Patrick’s Day! #stpatricksday #luckoftheirish #visioncapitalpdx
Happy International Women’s Day! As a women-founded firm, we are delighted to recognize the strong, intelligent and multi-faceted ladies at our company. #internationalwomensday #empoweredwomen #womeninfinance #visioncapitalpdx
Are you considering a career transition? We can help you make the move. #financialplanning #investmentmanagement #careerchange #careertransition #visioncapitalpdx
You’ve heard of spring cleaning, but have you heard of Swedish death cleaning? Read our blog where we detail this popular method of organization and its intention of bringing order, peace and clarity to those that follow it. #swedishdeathcleaning #organizing #financialplanning #visioncapitalpdx https://lnkd.in/gntKwwG5
Are you ready to take that bucket list trip you have always dreamed about? We can help you get there. #visioncapitalpdx #financialplanning #investmentmanagement #bucketlisttrip #bucketlisttravel
It's National Love Your Pet Day so we had to share a few of our colleagues' pets - and in their Vision branded hats, no less! #nationalloveyourpetday #furryfamilymembers #visioncapitalpdx
Are you and your partner ready to start a family? Whether it is via adoption, pregnancy, surrogacy or fertility treatments, as part of our investment management services, we help our clients prepare for children by projecting budget numbers, advising on insurance, and setting up educational savings accounts. #startingafamily #IVF #adoption #pregnancy #surrogacy #fostercare #financialplanning #visioncapitalpdx
Happy birthday, Oregon! Today we celebrate the day our fair state became the 33rd in the nation 166 years ago. #beaverstate #oregon #happybirthdayoregon #financialplanning