About Us
Vision Investment Advisors, LLC ("Vision Advisors"), a money management and advisory firm, is headquartered in Stamford, Connecticut and registered with the SEC as an Investment Advisor. Vision Advisors manages approximately $500 million in various types of securities. In managing its accounts, Vision Advisors feels that capital appreciation and risk management are its primary focus.
Investment Philosophy
Vision Advisors provides discretionary advisory services in equity, fixed income, balanced, dividend and short put portfolios to meet the needs of individual and institutional investors.
The Equity Portfolio focuses primarily on long-term investing with a growth-oriented approach supported by proprietary trading methods to determine target prices. For some clients, the enhanced yield and a measure of downside protection is sought through closely monitored covered call option writing*. On the more conservative end of the spectrum, the Income Portfolio provides a steady income stream to investors in order to cover their cash flow needs. The Balanced Portfolio combines the strategies of both equity and fixed income. The Dividend Portfolio’s principle objective is to provide returns from a diversified group of companies that have an attractive dividend rate, but still maintain many growth characteristics. The Short Put Portfolio’s principle objective is to provide returns through earning premium income from writing put options on a select group of stocks that Vision believes will either maintain a stable price or increase in value. Due to the additional risks involved with writing put options, this portfolio is only suitable for clients who understand and can handle the higher level of risk.
Mission Statement
Vision Advisors mission is to build clients wealth through capital appreciation and risk management.
Education and Background
The educational and business backgrounds of Vision Advisor's executive officers are located in detail on Schedule F, Item 6 of Form ADV Part II.
Frequently Asked Questions
If you have any further questions, please feel free to look through our list of Frequently Asked Questions.
