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®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
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  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
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    • Women Seeking Female Financial Advisors
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Personal Investing

 

 

Individual investors have a lot to consider when making investment decisions. How much risk are you comfortable taking? How much risk can you afford to take? What investment vehicles are appropriate? Will those investments allow you to meet your needs?

Cutting through the noise can be difficult unless it’s your full-time job. Many of our clients hire us not because they can’t make smart investment decisions, but because they don’t have the time to research, they lack objectivity or they’d rather spend their time pursuing other interests.

That’s why it’s our job to understand who you are and match your investment strategy to your short and long-term needs and risk tolerance.

Our goal is to construct a portfolio that fits who you are rather than fit you into a portfolio.

We’ll help you select the appropriate asset allocation and investment vehicles to meet your objectives and risk tolerance.

Want to find out more about personal investing 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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