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Vision Capital Management Inc.

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Vision Capital Management Inc.

Overview:

Our collaborative and team-oriented culture started with our founders: Sue McGrath and Marina Johnson. Driven to create something different, this mother-daughter team founded Vision Capital Management in 1999. They established Vision as a Registered Investment Advisor because they believed that the best and most transparent investment advice occurs only when we report directly, and only, to our clients.

From the start, our values centered on providing outstanding client service; the kind of service where our clients call us for just about anything on their to-do list. Each and every client relationship represents our values hard at work; we are their partners and driven only by the motivation to provide the best and most transparent investment management and financial planning services.

Our twelve person firm is employee-owned and majority female-owned. Not only do we bring expertise and a client centric focus to the table but we genuinely enjoy what we do for a living. We strongly believe this has something to do with our success and sustainable growth over the years.

To sum it up, we believe in serving our clients with integrity, enthusiasm, collaboration and expertise.

History:

Our story begins in 1999 with a mother and her daughter wanting to offer their clients something different: a wealth management firm built by women where relationships matter and clients’ needs come before all else.

Today, we are recognized as a leading independent, women-owned financial advisor with an unwavering commitment to our clients and their assets.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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