Perkins Investment Management

Vision Capital is a registered investment advisor (RIA) that provides socially responsible investment management services nationwide. It is founded by David S. Kim who is a founder of Working Assets Money Fund and a partner in Working Assets Management Company for ten years until the company was sold. David was the chair of the Marketing Committee for most of his tenure at Working Assets as well as being a member of the Finance Committee. He is one of the early pioneers and practitioners of the socially responsible investment field. He has been active in the field since 1983, and he continues to be active in organizations in the socially responsible investment (SRI) field. He is a graduate of the University of California at Berkeley with a B.A. and a M.B.A. degree. He has been also active in the community development field for the past twenty years in such areas as affordable housing, business incubators, commercial centers, and job and business creation projects. This experience, knowledge and network allows the company to offer a service to those clients that desire to put a portion of their investments into creating direct social impact.

SFG Asset Advisors LLC is a single-family investment office located in San Francisco, established in 2002. The firm specializes in managing assets that have been accumulated over decades through successful investing. With a focus on personalized investment strategies, SFG Asset Advisors draws on its extensive experience to navigate the complexities of asset management. The team is dedicated to optimizing investment opportunities while maintaining a commitment to client objectives. Generated from the website