Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

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      • Sue McGrath
      • Marina Johnson, CFA
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Archives for May 2015

May 27 2015

In Search of Higher Ground

Ellevate Portland connects women for courageous conversation

Growing up with two older brothers meant that I’ve always been comfortable as one of the few females in the room. As a financial adviser, I even saw this as an advantage, a positive differentiator.

I soon realized, however, that it was not enough to be comfortable holding my own or being superficially unique. I wanted to be valued for my difference in approach, thought process, and perspective.

Unfortunately, there didn’t seem to be space for it.

There’s no doubt that issues of gender equity are nuanced. In my practice, I’ve seen that women are hesitant to be active participants in their financial lives for fear of appearing anything less than smart and accomplished.

This idea that vulnerability is weakness translates further into how we navigate our professional lives. My own experiences with what I identify as gender equity issues at work led me to seek out (and later create) safe environments within which to share my insecurities and frustrations.

[Read more…]

Written by Vision Capital Team · Categorized: ELLEVATE NETWORK

May 26 2015

Why Fiduciary Matters When Finding a Financial Advisor

With so many options available to investors today, it isn’t always easy to know the right things to look for when finding a financial advisor. Many people believe that words like “broker” and “advisor” are interchangeable for example.

That simply isn’t the case. There are different rules and regulations regarding the two. Failing to understand these differences may cost you a great deal of money.

Searching for a Financial Advisor

[Read more…]

Written by Vision Capital Team · Categorized: FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING, TAX PLANNING · Tagged: FINANCIAL PLANNING

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Private Wealth Advisor
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
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