Investment Advisory Services

Vision Investment Advisors

Vision Investment Advisors, LLC (“Vision Advisors”), a money management and advisory firm, is headquartered in Stamford, Connecticut and a SEC registered Investment Advisor. Vision Advisors manages approximately $71 million (as of July 2019) in various types of securities. In managing its accounts, Vision Advisors feels that capital appreciation and risk management are its primary focus.

Vision Advisors offers seven different investment portfolios ranging from growth and dividend equity strategies to fixed income portfolios, balanced portfolios, an aggressive “Total” portfolio as well as others. While the strategies are consistent, Vision Advisors does not take a “cookie cutter” approach by having every client’s portfolio within a particular strategy mirror each other. Vision Advisors will work with each client to customize a unique portfolio for them within the chosen strategy, but taking into account the client’s unique circumstances including their risk tolerance, time horizon and liquidity needs.

Vision Brokerage Services

Vision Brokerage Services, LLC (“Vision Brokerage”), a FINRA registered securities broker/dealer, is headquartered in Stamford, CT with several offices and dozens of Registered Representatives across the United States.

Vision Brokerage provides several services including broker-assisted accounts and access to investment advisory services such as separately managed accounts from Vision Advisors and other Registered Investment Advisors. In addition, for qualified and appropriate individuals, Vision Brokerage offers access to additional managed products including hedge funds, private placements, managed futures and other alternative investments. Vision Brokerage also has access to mutual funds from over 80 different fund families.

Vision Investment Advisors, LLC, Vision Brokerage Services, LLC and Vision Financial Markets LLC are affiliated companies under common ownership and control.