Vision Investment Advisors, LLC is a multi-state adviser based in Stamford. It manages $71.36 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 21 other states.
Vision Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vision Investment Advisors, LLC is $71.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vision Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Robert Martin Boshnack is individuals with 114 clients and $36.29 million of assets under management. Among the 4 most similar advisory firms, Vision Investment Advisors has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $70.56 million for 134 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Vision Investment Advisors doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 19 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Vision Investment Advisors, LLC is owned by Shirley Barbara Siegel. Robert Martin Boshnack has been acting as President since 1 Jan 2008. John Michael Karafa joined the executive team most recently as the Chief Compliance Officer And Aml Compliance Officer.
The principal office where Vision Investment Advisors, LLC performs its advisory services is located at 120 Long Ridge Road, Stamford, CT 06902, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-388-2700 or by fax 203-321-0071. The normal business hours are 8:30a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at advicewithvision.com.