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®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
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      • What is Financial Planning?
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      • Our Approach to Investing
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    • Employees with Stock Compensation
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    • NIKE Employees
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Our Approach to Investing

 

The goal is simple: construct a globally diversified portfolio based upon your appetite for risk and need for return.

To accomplish this goal, our investment team developed a strategy to optimize risk-adjusted returns using a diverse group of global asset classes.  The team forecasts returns for each asset class quarterly or when the market environment dictates.  The team then produces a set of asset allocation options that we believe will provide the highest return for the level of risk each investor is willing to take.

Depending on your risk tolerance, an optimized portfolio may include the following asset classes: U.S. Large Cap Stocks, U.S. Mid Cap Stocks, U.S. Small Cap Stocks, International Stocks, Emerging Market Stocks, Gold, U.S. Corporate Bonds, Municipal Bonds, High Yield Bonds, and Government Bonds.

Depending on the amount of your investable assets, your portfolio may be constructed using some or all of the following investment vehicles:

  • Exchange Traded Funds
  • Individual Stocks (Large Cap Growth or Large Cap Dividend Growth)
  • Individual Bonds (Corporate, Government and Municipal)
  • Derivative Securities (covered calls, cash secured put writing, hedge overlay)

When it comes to implementing our investment strategy, we’re sensitive to things like realizing capital gains or losses, any moral conflicts you may have with certain companies and holdings you may want to keep because a loved one gave them to you.  Part of our process is to explain the changes we’re making so you are both comfortable with and knowledgeable about your portfolio.

From there, we keep an eye on your portfolio and will rebalance when your life changes or market conditions shift.

Want to find out more about working with Vision Capital?

Get in Touch

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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