Vision Capital Management Inc

Vision Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $1.228 billion in discretionary assets for roughly 1,755 clients with a team of nine advisors. The firm provides discretionary portfolio management through its proprietary Global Dynamic Strategy, internally managed equity and fixed‑income sleeves, wealth-planning services using Fidelity’s eMoney tool, and an automated Vision Vaxa Dynamic Portfolios ETF offering.

Its investment process is team-driven and seeks to construct risk-based, globally diversified portfolios across up to nine asset classes by forecasting 12‑month returns and optimizing allocations to target levels of expected volatility. Portfolios are implemented with ETFs or individual securities depending on account size and client preference, and Vision Capital tailors advice with regular client reviews and financial planning that incorporates Monte Carlo analysis.

Noteworthy features include routine client communications—Vision issues written reports each quarter and provides client education on topics ranging from retirement planning to investment strategy—and a programmatic ETF option that uses Charles Schwab’s iRebal platform for automated rebalancing and, where applicable, tax-loss harvesting. The firm also offers internally managed ESG-tilted strategies that exclude certain industries (for example, defense, specified chemicals, metals and mining, and oil & gas) and generally deploys proprietary equity and fixed‑income strategies for larger accounts.