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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Large Cap Growth

Vision Capital’s large cap equity strategy is approximately a 35-40 position approach to growth investing. We seek to own companies with innovative and disruptive business models with the potential to produce long-term above-average returns on invested capital. While we believe the growth phase of the corporate life cycle offers the highest probability of new present value creation, we’re disciplined in investing where valuations are credible and underappreciated.

Our research process begins with a proprietary quantitative screen that defines companies relative to each other across the entire universe of U.S. stocks. Companies with above-average merits are assessed for fundamental sustainability and valued on an individual basis. Overall portfolio construction takes into account our desire (or lack thereof) to be over or underexposed to certain economic sectors and industries, as well as the strategy’s relative posture to other types of equity market factors. We actively manage positions in anticipation of future events and when opportunities to take profit or invest additional capital emerge.

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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