VISION CAPITAL INVESTMENT MANAGEMENT, INC.

Overview

Vision Capital Investment Management, Inc. is an independent registered investment adviser owned by an individual and serving both high-net-worth individuals and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, institutional portfolio services and pension consulting. Its discretionary business dominates the advisory activity, but it also accepts non-discretionary mandates and charges clients both a percentage of assets under management and hourly advisory fees. Investment activity is tilted toward publicly traded equities, with a stated preference for exchange-traded equities as the primary building block of client portfolios. The manager runs a relatively compact set of concentrated public positions — consistent with an active, conviction-driven equity approach — while supplementing core equity exposure with mutual funds and allocations to private-market strategies. The firm is not positioned as an ESG-focused or multi-state adviser and does not operate as a capital allocator; instead it sources third-party alternative managers when private-market exposure is appropriate for a client.

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Public Holdings

Investments & Alternatives

Location & Offices