Vision Capital Investment Management

Overview

President David Kim has been in SRI since 1983 as a founder of Working Assets. Clients’ portfolio investments are customized according to financial and social criteria of each individual client.

Contact Information

3450 Geary Blvd. Ste. 203 San Francisco, California, 94118

phone: view phone(800)366-8700

website: visioncapital

Photos

Description

President David Kim has been in SRI since 1983 as a founder of Working Assets. Clients’ portfolio investments are customized according to financial and social criteria of each individual client. Incorporates a wide set of social criteria including global warming, clean energy, other high societal impact activities, and life-value goals.

Extra fields

1% for Community: Yes

Account Minimums: $250,000. Fee of 1%, less for larger portfolios.

Percent in SRI: 100

SRI Services/Products Offered : Investment Portfolio Management,
Financial Planning,
Retirement Planning,
Financial Advising.

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