How will Vision Capital help me?

• Is Vision Capital a fiduciary?

  Yes, Vision Capital is a fiduciary and acts in the best interest of our clients first and foremost.

• What kind of communication can I expect from the Vision Capital Team?

  After your initial personalized portfolio and financial planning reviews, at a minimum, you will receive a quarterly account performance and appraisal report and a monthly newsletter from Vision Capital, in addition to access to all of the educational events that we host and personalized portfoli...

• What services does Vision Capital provide?

  Vision Capital provides comprehensive services for its wealth management clients, including: Active, dynamic risk-based asset allocation. Active individual equity and fixed income strategies where appropriate.  A primary relationship team to meet your service needs with the backing of the entire...

• Who would I work with as a client at Vision Capital?

  Each full service client is assigned a service team that includes a primary Client Relationship Manager and Client Service Associate who are supported by the full client service team and the investment and operations/trading team. Clients invested in Vision Vaxa Dynamic Portfolios are serviced b...