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State DirectoryVision Capital Investment Management
Annuity General
Serving the San Francisco area.
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Capital for a Vision of a Better World...
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 415-731-7270
- Address:
- 3450 Geary Blvd Ste 203 San Francisco, CA 94118
- Link:
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management
- Services / Products
- 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
- Neighborhoods
- Northwest San Francisco, Laurel Heights-Jordan Park
General Info
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.