Vision Capital Management 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
      • Christopher Anissian, APMA®
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
    • Careers
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      • What is Financial Planning?
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    • Employees with Stock Compensation
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    • NIKE Employees
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Jul 27 2020

Environmental, Social, and Governance (ESG) Investing Explained

As environmental and social justice matters continue to make national headlines, you may be wondering if your financial investments align with your personal beliefs and values.

In recent years, the concept of socially responsible investing gave rise to the practice of Environmental, Social, and Governance (ESG) investing, which uses those guidelines to build a sustainable and ethical portfolio. Potential investments are screened for a variety of factors in each category to ensure that investments are made in companies whose leadership has demonstrated through ethical practices and policies that they care about people and the planet. Like all investing, there are both pros and cons, and it’s important to work with a financial company or advisor who is transparent and trustworthy when deciding if and how to begin ESG investing.

Environmental Social Governance Investing [Read more…]

Written by Marina Johnson · Categorized: FIDUCIARY, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING

Oct 01 2019

How Technology is Changing Financial Custodian Services

Technology continues to alter and evolve the way in which we transact with each other and the world around us. We’ve moved from computers being a luxury in the late 1980s, when less than 1% of the world’s technology-stored information was in digital format, to today, where people can hold a computer in their hands and nearly all information is stored digitally.

digital financial custodians

Along with the mass adoption of technology, the traditional means of executing and recording financial transactions has shifted significantly and continues to do so. Major financial custodians are changing some of their longstanding client service offerings in order to keep up with the ways in which their clients transact in today’s economy.

[Read more…]

Written by Marina Johnson · Categorized: FIDUCIARY, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS · Tagged: FEE ONLY INDEPENDENT ADVISOR, FINANCIAL PLANNING

Jul 30 2018

All About Financial Advisor Qualifications

Selecting a financial advisor can be both confusing and daunting – we get it.

What’s the difference between an advisor working at a firm like Morgan Stanley and an advisor working for a local, independent firm? There are actually many differences, but one place to start is understanding the various financial advisor qualifications associated with investment management and financial planning.

Financial Advisor Qualifications
[Read more…]

Written by Marina Johnson · Categorized: FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS · Tagged: FEE ONLY INDEPENDENT ADVISOR, FINANCIAL ADVISOR, FINANCIAL PLANNING

Jul 29 2018

10 Critical Factors to Consider When Hiring a Financial Advisor

Imagine if your doctor followed this standard when recommending medical treatment: you need a treatment for a serious ailment and the doctor recommends a “suitable” treatment. Not the best or most appropriate treatment, but a suitable one. He could offer you superior treatment, but instead he recommends a treatment using a pharmaceutical company that, in fact, pays him a good deal of money for such recommendations.

Fiduciary daty and doctors [Read more…]

Written by Marina Johnson · Categorized: FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS · Tagged: FEE ONLY INDEPENDENT ADVISOR, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL SERVICES, INVESTMENT, INVESTMENT MANAGEMENT, INVESTMENT PROCESS

Jun 29 2018

You’ve Graduated! Time to Start Investing.

Congratulations! You’re a college graduate and the world is your oyster. Transitioning to life as an independent adult means leaving the structure and preset expectations school provides, which can be both daunting and exciting at the same time. For years you had parents/teachers/professors/coaches telling you what you needed to do to reach the next step in life. Now, it’s up to you to decide what that next step looks like and how you’ll get there.

Graduate Investing

[Read more…]

Written by Marina Johnson · Categorized: FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, PARENTING · Tagged: FINANCIAL PLANNING

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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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