Vision Capital Investment Management is a registered investment advisor founded in 1996 and based in San Francisco, California. The firm manages investment portfolios for individuals, families, trusts, businesses, and non-profit organizations, using individual stocks, bonds, exchange-traded funds, and mutual funds. Vision Capital Investment Management specializes in socially responsible investing, actively seeking out companies with positive records on environmental protection, employee relations, energy efficiency, and community development. Clients can customize their portfolios by setting specific asset allocation parameters and social restrictions. In addition to managing investments, Vision Capital Investment Management offers hourly advisory services for specific financial questions. The firm operates with a focus on long-term growth and capital preservation, using a combination of top-down economic research and bottom-up security selection.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000.