VISION FINANCIAL MANAGEMENT, LLC

Overview

Vision Financial Management, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm operates as a capital allocator: it builds client portfolios using pooled public funds and selectively places capital with third-party alternative managers. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers when a client’s needs exceed in-house capabilities. Fee arrangements include percentage-of-AUM billing, fixed fees and other agreed-upon structures. Vision Financial Management does not position itself as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices