You’ve heard of spring cleaning, but have you heard of Swedish death cleaning? Read our blog where we detail this popular method of organization and its intention of bringing order, peace and clarity to those that follow it. #swedishdeathcleaning #organizing #financialplanning #visioncapitalpdx https://lnkd.in/gntKwwG5
Vision Capital Management
Investment Management
Portland, Oregon 386 followers
Empowering financial wellness.
About us
Serving individuals and families since 1999, Vision Capital Management is an established, women-founded, employee-owned firm that provides the highest-quality financial planning and investment management services. We are a fee-only, independent registered investment advisor (RIA) because we believe that our clients’ interests should come first and foremost. In our work with clients to both grow and preserve their wealth, we focus on educating them, so they feel empowered to be active participants in their financial lives. We employ a growth-oriented investment strategy and construct portfolios that are focused on long-term, sustainable results. Our analysts use an anticipatory investment selection process based upon our propriety, in-house research. This approach, alongside patience and diligence, is the foundation of our investment philosophy and portfolio management. We complement our disciplined investment strategy with high-touch financial planning, allowing us to build long-term, committed relationships with our clients.
- Website
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https://vcmi.net
External link for Vision Capital Management
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Portland, Oregon
- Type
- Privately Held
- Founded
- 1999
- Specialties
- Investment management for individuals and families, Comprehensive financial planning and advice, financial planning for women, financial planning after divorce, and wealth management
Locations
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Primary
Get directions
4380 S Macadam Ave
Suite 350
Portland, Oregon 97239, US
Employees at Vision Capital Management
Updates
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Are you ready to take that bucket list trip you have always dreamed about? We can help you get there. #visioncapitalpdx #financialplanning #investmentmanagement #bucketlisttrip #bucketlisttravel
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It's National Love Your Pet Day so we had to share a few of our colleagues' pets - and in their Vision branded hats, no less! #nationalloveyourpetday #furryfamilymembers #visioncapitalpdx
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Are you and your partner ready to start a family? Whether it is via adoption, pregnancy, surrogacy or fertility treatments, as part of our investment management services, we help our clients prepare for children by projecting budget numbers, advising on insurance, and setting up educational savings accounts. #startingafamily #IVF #adoption #pregnancy #surrogacy #fostercare #financialplanning #visioncapitalpdx
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Happy birthday, Oregon! Today we celebrate the day our fair state became the 33rd in the nation 166 years ago. #beaverstate #oregon #happybirthdayoregon #financialplanning
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We help clients with more than just their stock and bond portfolio and retirement planning. Watch and hear how we assist clients with planning for a family, preparing to take a bucket list trip and weighing options when considering a career change. #startingafamily #bucketlisttrip #transitioningjobs #financialplanning #visioncapitalpdx https://lnkd.in/gfNJUGzV
Other Areas of Financial Planning: Starting a Family, Planning a Bucket List Trip, Changing Jobs
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Did you know that heart disease is the leading cause of death in the United States? February is National Heart Health Month, reminding us all to maintain a healthy diet, engage in regular physical activity and manage stress levels. #hearthealth #visioncapitalpdx #nationalheartmonth
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The book, The Five Love Languages, details various ways partners express love in romantic relationships. But what about the ways we speak and think about finances in relationships? In February’s blog, Love and Money, we detail healthy ways to communicate with your significant other when it comes to money. #loveandmoney #financialplanning #wealthmanagement #retirementplanning #visioncapitalpdx https://lnkd.in/gg_ieU5K
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Portland’s Lan Su Chinese Garden is hosting events in celebration of the new year throughout the end of January and February. https://lnkd.in/gsSzUqzB #lansuchinesegarden #lunarnewyear #chinesenewyear #portlandoregon
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Lunar New Year celebrations kicked off around the world this past week, with over a billion people celebrating the first new moon of the Year of the Snake. In Chinese symbology, snakes are regarded as intelligent and cunning. #lunarnewyear #yearofthesnake #portlandoregon
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