Vision Investment Advisors, LLC

Vision Investment Advisors, LLC is a registered investment advisor that has been in business since 2000, managing assets for individual and institutional clients. The firm offers both discretionary and non-discretionary investment management services through various proprietary portfolios—including equity, balanced, dividend, fixed income, and specialized options strategies—as well as through independent investment advisor representatives. Clients can customize their portfolios by establishing investment objectives such as capital preservation, income generation, capital appreciation, or speculation, and they may place reasonable restrictions on certain securities. Vision Investment Advisors also utilizes order management systems to handle held-away accounts like retirement accounts and health savings accounts. Assets are custodied with affiliated or third-party brokerage firms where transactions are executed. The firm emphasizes tailored portfolio construction while also offering more aggressive trading strategies involving leverage, margin accounts, and options writing for qualified investors who can bear a higher risk of loss.