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
      • Courtney Mersereau, CFP®
      • Rebecca Semper, CFP®, CTFA
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Emily Arnold
      • Ian Boehme, CFA, IACCP®
      • Madison Langley
    • Community
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  • 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
    • Vision vaxa
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Vision vaxa

Grow with Vision Capital Management

Vision Vaxa Dynamic Portfolios

GET IN TOUCH

Simplified, smart investing

Transparent fees

Backed by the Vision Capital team

VISION VAXA MAY BE THE RIGHT SOLUTION FOR YOU IF:

  • You’re saving for the future and looking for a professionally managed investment solution that will grow with your investment and planning needs over time.
  • You’re comfortable using low cost ETF vehicles to build out your investment strategy.
  • You have limited financial planning needs and value the help of a professional investment management team in assessing risk for a reduced fee.
  • You’re the fiduciary for one or more beneficiaries and are looking for a simple and cost effective solution with professional investment management.

Vision Vaxa STANDARD

Services

  • Account setup
  • Initial risk assessment
  • Transfer/rollover assistance
  • Access to portfolio management portal
  • Client Relationship Associate available for changes to risk profile or service level

Investment Management

  • Active, strategic asset allocation using low cost ETFs through online platform
  • Tax loss harvesting

Vision Vaxa SERVICED

Services

  • All Vision Vaxa standard services
  • Educational seminars
  • Access to financial planning website
  • One in-person meeting per year with a Client Relationship Associate for financial planning

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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