Money Management and Advisory

Most investors do not have the time or expertise to devote the necessary resources to managing their money. Such investors realize that professional money management is vital to providing meaningful opportunity for their investments. Vision Investment Advisors, LLC (“Vision Advisors”) is a money management and advisory firm headquartered in Stamford, Connecticut. Vision Advisors provides discretionary investment advisory services to help meet the needs of a client’s specific investment objectives, goals and risk tolerances. A SEC registered Investment Advisor, Vision Advisors has provided quality service to investors for over ten years.

 

Client Relationship Summary Form CRS

 

Firm (Part 2A of Form ADV) and Individual Brochures (Part 2B)

    • These brochures provide information about the qualifications and business practices of Vision Investment Advisors in its role as a Registered Investment Advisor (RIA) and its respective Investment Advisor Representatives (IARs).
    • They can be obtained here

Additional information about Vision Investment Advisors, Inc. is also available on the SEC’s website at: https://adviserinfo.sec.gov/firm/summary/109621