Vision Capital Investment Management is a Registered Investment Advisor that has been providing investment advice and management services for over fifteen years. We serve investors all over the country; however, most of clients come from the San Francisco Bay Area, California and the west coast. We manage investment portfolios of individuals, families, non-profits, and businesses in a customized way that takes into account each client's financial needs and goals, risk tolerance levels, and life-value goals. We work with clients to incorporate financial planning into the overall mix of the investment management plan.
Our focus is to provide a highly competitive financial return, help clients achieve financial goals, practice with a high standard of ethics that inspires trust, and provide a high quality personalized customer relationships. We use a disciplined approach to investing with a style that blends value and growth. We focus on research and portfolio management, risk management to reduce risk, understanding of each client's specific situation and needs, and communicating with clients in a regular and highly personalized way. We also have years of experience working with clients who want to practice socially responsible investing to fit their values, whether for environmental-sustainability or corporate governance reasons.
David Kim, President, has been active in the investment management field since 1983, first as a founder of a mutual fund and then in starting this company. He is a graduate of the University of California at Berkeley with a BA and MBA degrees.
|Firm Start Year:||1997|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Our Office, Email, Your Office, Phone|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000 approx|
|Compensation Methods:||Based on Assets|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
|Mon.||9:00 AM - 6:30 PM|
|Tue.||9:00 AM - 6:30 PM|
|Wed.||9:00 AM - 6:30 PM|
|Thu.||9:00 AM - 6:30 PM|
|Fri.||9:00 AM - 6:30 PM|
|Sat.||10:30 AM - 5:00 PM|
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