Vision Capital
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  • GROW YOUR WEALTH
    FOR GREATER GOOD

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.

ADV Brochure
Customer Relationship Summary
Privacy Notice
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.

Services

Investment Management

Financial Consulting

Investment Model Services

Wealth Management & Strategic Charitable Giving

Email

mail@visioncapitalmgt.com

Phone

(704) 894-9639

Office Location

108 S. Main Street
Suite B
Davidson, NC 28036

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