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.
* To learn more about the professional history of our advisors/firm, please visit FINRA’s BrokerCheck
Manny Weiss*, CFA, MBA. Mr. Weiss is a graduate from Northeastern University and Massachusetts Institute of Technology. Mr. Weiss previously was Managing Director for Putnam Investments in charge of $40B of Institutional assets.
* Not registered with Vision Capital & Management. No investment strategy, including buy and hold and diversification, can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.
In this regard, this communication is intended for individuals residing in the states AR, CA, CO, DE, FL, GA, ID, IL, IN, KY, MI, MN, MO, NC, OH, PA, SC, TN, VA, WA.
No offers may be made or accepted from any resident outside the specific states referenced. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security.
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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.
Services
Financial Consulting
Investment Model Services
Wealth Management & Strategic Charitable Giving
Services may include, but are not limited to, Brokerage in the field of bonds, investments, stocks, mutual funds, securities, insurance; Discount securities brokerages services, Estate planning; Financial affairs and monetary affairs, namely financial information, management and analysis services; Financial analysis and consultation; Financial investment in the field of bonds, stock, mutual funds and securities; Financial services, namely, consulting, advising and planning in the fields of retirement planning, annuity planning and monetary charitable giving; Financial management; Financial planning; Financial portfolio management; Financial trust planning, Insurance consultancy, Investment advice; Investment consultation, Investment management; Providing information and advice in the field of finance, Financial investments; Financial valuations, and the financial aspects of retirement.
For Greater Impact