Vision Capital Investment Management
3450 Geary Blvd Ste 203, San Francisco, CA 94118
Our product is the customized investment management service. For individuals, we can provide services for different types of investment portfolios such as individual or family investment accounts, education accounts, and various IRA accounts such as traditional, Roth or SEP-IRA. We can provide investment management services for company or organization retirement plans and profit sharing plans. In conjunction with other SRI retirement plan providers, we can offer self directed 401(k) programs.
TYPES OF CLIENTS:- Individuals - Individuals who recently inherited money - Non-profit organizations - Religious orders and institutions - Businesses and companies