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 $72 million in various types of securities as of December 31, 2017. In managing its accounts, Vision Advisors feels that capital appreciation and risk management are its primary focus.
Vision Advisors provides discretionary advisory services in equity, fixed income, balanced, dividend and option 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. The Stock Put Writing Program’s principle objective is to achieve aggressive returns by employing a strategy of writing put options on a group of common stocks. The Stock Put Credit Spread Option Program’s principle objective is to achieve aggressive returns by employing a strategy of writing put spread options on a group of common stocks. 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.
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 page 21 of Form ADV Part 2A.
Frequently Asked Questions
If you have any further questions, please feel free to look through our list of Frequently Asked Questions.
*Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of Characteristics and Risks of Standardized Options (with 1997 through 2012 supplements), November 2012 supplement and April 2015 supplement to Characteristics and Risks of Standardized Options. Besides being accessible via our Web site, copies of the Options Disclosure Document are available from your Vision sales representative, or by calling 1-888-OPTIONS, or from The Options Clearing Corporation, One North Wacker Drive, Suite 500, Chicago, Illinois 60606.