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

  • About
    • Our Story
    • The Team
      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
    • Careers
  • Services
    • Financial Planning
    • Life Transitions
    • Investing and Planning for Women
  • Investment Management
    • Personal Investing
    • Portfolio Construction
      • Global Dynamic Strategy
      • Environmental Social Governance
      • Large Cap Growth
      • Large Cap Dividend Growth
      • Corporate Bonds
      • Derivative Strategies
    • Institutional Investing
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Derivative Strategies

At Vision Capital we utilize derivative securities to manage risk, cash and tax situations for our clients. We may implement one or more of these strategies when it is appropriate.

We use covered call strategies to enhance return on concentrated positions. This type of strategy is appropriate when a client holds a large position of a security with a significant taxable gain. We will write a series of calls against the position to generate income and potentially reduce the position over time.

Cash secured put strategies may be appropriate if a client holds a large cash position and market conditions are not optimal for immediate investment in equity securities. In this case, we may suggest holding the cash position and writing puts to collect income. If markets fall, the cash will be invested at a lower price level.

We may suggest a hedge overlay when a client needs to reduce portfolio volatility without selling securities for tax reasons. We buy enough equity index puts to synthetically reduce portfolio downside.

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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