Vision Capital Management
We are an independent, women-founded, employee-owned financial advisory firm.
Serving Clients Nationwide
We are an independent, women-founded, employee-owned financial advisory firm.
Primary Advisor Locations
Video
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Vision Capital Management
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 Management in 1999. They established the firm 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. We want to understand our clients’ visions 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 fulfilled. Lastly, we focus on working on the plan. No detail is too small.
Our firm is employee-owned and majority female-owned. Not only do we bring abundant expertise and a client-centric focus to the table, but we genuinely enjoy what we do. We strongly believe this has something to do with our success and the sustainable growth we have enjoyed over the years.
Our firm is employee-owned and majority female-owned. Not only do we bring abundant expertise and a client-centric focus to the table, but we genuinely enjoy what we do. We look forward to speaking with you.
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Actuaries
- Airline Pilots
- Americans Living Abroad
- Artists
- Attorneys
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- Caregivers
- Christians
- College Graduates
- Content Creators
- Contractors
- Corporate Executives
- Couples
- Creative Professionals
- Data Scientists
- Democrats
- Dentists
- Disabled Community
- Divorce
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Expats
- Families
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Hispanic | Latino
- Immigrants
- Individuals
- Intergenerational Families
- Investors
- Jewish
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Muslim
- Newly Engaged / Newlywed
- Non-Traditional Clients
- Nonprofit Employees
- Parents
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Retail Industry
- Sales Professionals
- Scientists
- Single Women
- Special Needs
- Specialty Sub-Contractors
- Technology Professionals
- Therapists
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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