Envision
Co-create
Give Together
We are grateful to serve a dynamic group of families, institutions and other financial advisors … We love supporting their visions, financial objectives, and philanthropic goals. We would enjoy hearing your story.
23 + Years
As Registered Investment Advisors, we manage investment portfolios, aiming for excellent performance and high fiduciary standards. Many times we are entrusted to be part of a client’s financial and business advisory team, where we diligently work on vision, planning and management issues to succeed through challenging obstacles along their path.
450 M +
As Wealth managers our mission is to serve, support and encourage. Clients we have served have courageously started, built and sold businesses for an estimated $450m. We serve families & organizations who at their core have big vision and want to grow.
$190 M +
We are grateful to have assisted clients in making planned and current gifts of $190m.
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A Drive For
Investment Performance
Our management team share a drive to consistently achieve optimal returns for each portfolio’s given risk targets. We challenge past-looking passive investment processes and instead favor forward-thinking investment strategies which are actively managed and diversified by design. We pursue excellence in all market cycles through a dynamic risk analysis approach.
Portfolio Managers
Eric Vogen*, CFP, MBA. Mr. Vogen is a graduate from Wake Forest University School of Business and University of Miami Frost School of Music as a concert oboist.
Vision Capital & Management is an investment adviser, registered with the Securities and Exchange Commission; being registered with the SEC does not imply a certain level of skill or training. Additional information about Vision Capital & Management and their advisors is available in our ADV brochure and on the SEC’s website at www.adviserinfo.sec.gov.
This site has been designed for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. Vision Capital & Management does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Vision Capital & Management does not, and this site does not intend to render tax or legal advice.
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A Passion For
Growth with Purpose
Our team seeks to be a catalyst to overcome complex roadblocks to growth. We first try to understand and define each person’s vision for growth in their lives to begin working toward their goals together.
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A Culture For
Impact Investing & Giving
For our clients, alliances and teams, we seek to create value in every service we provide and inspire eternally growing generosity. We endeavor to achieve these aspirations while also enhancing the investment and wealth management process. Many people today are not content with investing like everyone else
they want to see positive things happening in the world through their investment choices- or avoid harmful ones. Some clients who seek to be strategic in their giving choose to actively integrate charitable planning into their wealth, investment and estate strategies which may help with tax and cash flow planning.