VerifiedInvestment Management· Founded 1999

Vision Capital Management

Serving individuals and families since 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. linktr.ee/VCMI

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Portland, United States23(11 to 50)$1M to <$10M1999vcmi.net LinkedIn

Verified contacts

16

available on Kipplo

LinkedIn employees

23

11 to 50 range

Open roles

—

no listings

Distinct roles

12

indexed titles

Tech stack

1

tools in use

Monthly traffic

568

organic / mo

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Showing 7 of 16 verified contacts

Top roles at Vision Capital Management

12 distinct titles indexed · top 10 shown.

2client relationship manager
2director of investments
2investment associate
1administrative associate
1certified financial plannertm
1director of client relationships
1gm & head of operations
1intern
1it specialist
1senior executive
+2more titles

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