At Vision Capital, we believe in serving clients by:
- Nurturing strong, collaborative relationships.
- Using our expertise to build dynamic, risk optimized portfolios.
- Empowering them through education.
Our collaborative and team-oriented culture started with our founders: Sue McGrath and Marina Johnson. Driven to create something different, this mother-daughter team founded Vision Capital in 1999. They established Vision Capital as a Registered Investment Advisor because they believed that the best and most transparent investment advice occurs only when we report directly, and only, to our clients.
From the start, our values centered on providing outstanding client service; the kind of service where our clients call us for just about anything on their to-do list. Each and every client relationship represents our values hard at work; we are their partners and driven only by the motivation to provide the best and most transparent investment management and financial planning services.
We start by listening. Understanding the client’s vision of their future based on their aspirations. The next step is to put together a plan that will help make these dreams come true and hopes will be fulfilled. Next, it is all about working to the plan. No detail is too small.
Our firm is employee-owned and majority female-owned. Not only do we bring expertise and a client-centric focus to the table but we genuinely enjoy what we do for a living. We strongly believe this has something to do with our success and sustainable growth over the years.
