Vision Capital Partners

Our firm’s name is derived from our interaction with clients, how they perceive our services and the effect our services have on their lives. VISIONSam Walton once said “Capital isn’t scarce, vision is.” Our clients often have a general idea of how different types of capital are at work in their lives; however, they look to us to help them formulate and execute an overall integrative vision. We take a comprehensive look at various capital positions in our clients’ lives and help them accomplish the vision they have set forth for themselves, their families or their businesses. CAPITALWhen thinking of capital, frequently people think of their investment portfolios or real estate holdings - the financial capital of their lives. We help our clients evaluate the impact of their vision on all areas of capital in their lives. Financial Capital: Commonly people come to us not knowing the risks inherent in their existing portfolios. Drawing upon our team’s experience, we seek to help our clients position their assets in a manner that allows them to be compensated for the risks undertaken. Social Capital: This may include family income needs, estate and income tax planning as well as philanthropic strategies. Tying these matters to a client’s vision of how capital will be allocated to the government, heirs and charity is a key component in any discussion. Human Capital: Many times clients who have closely held business interests possess a need to address business continuity issues, employee benefits and retirement plans. They often realize a responsibility to their employees and their own families to address these areas now rather than when it is too late to plan. Intellectual Capital: As many of our clients look to transcend their personal success to a significance that will impact future generations, we help identify the legacy that you want to leave during your lifetime or after death. This may involve creating an ethical will, incentive based trust or implementing a myriad of other techniques that can impact others as you see fit. PARTNERSOur clients see us as an integral part of their advisory team. We work in a coordinated effort with our clients’ attorneys, accountants and other professionals to create, implement and maintain our clients’ desired vision. We are committed to being proactive in nature and to ask the difficult questions that will ultimately allow each of our clients’ own unique vision to manifest itself completely.

Please read our disclosure information

Securities offered through Triad Advisors, Inc. A registered broker/dealer. Member FINRA & SIPC.
Investment advisory services offered through Vision Capital Partners, Inc., a registered investment advisor.

©2006 Vision Capital Partners. All rights reserved.