Vision Asset Management LLC

Specialties

Vision Asset Management Investments, LLC is an independent Registered Investment Advisor focusing on total wealth meanagement. Our speciality is managing personal portfolios, creating the best asset allocation for your needs.

Since VAMI is independent we can customize any service to suits your requirements. VAMI also monitors and reports on all of your assets held at various firms. Our mission is to provide solutions to each individuals financial problems, and developing a comprehensive plan.

History

Established in 2001.

Vision Asset Management Investments, LLC was founded in 2001 by Veronica Murphy after 20 years working as an advisor with the largest brokerage firms at the time (Morgan Stanley and Merrill Lynch). She finished her big wire house career as a Senior Vice President of Investments, one of the top 20 equity producers and the number one female producer at Morgan Stanley which had 15,000 brokers at the time. She then decided to create an intimate firm for her high net worth clients who needed a «personal C.F.O», helping coordinate all of the clients advisors, as well as amnageing and monitoring their assets.