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 United States 94118phone: view phone(800)366-8700
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: No
Account Minimums: $300,000. Fee of 1%, less for larger portfolios.
