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Matthew William Sheets

Vision Capital Management Inc

Portland, OR

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Current Employers
Vision Capital Management Inc

4380 S Macadam Avenue Suite 350, Portland, OR 97239 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01

Branch Locations

4380 S Macadam Avenue Suite 350, Portland, OR 97239 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sigma Investment Management Company Portland OR 03/2015 12/2017
Sigma Investment Management Company Portland OR 01/2018 12/2018
Mercer Global Advisors Inc. Portland OR 12/2018 12/2022
Vision Capital Management Inc Portland OR 01/2023 Present
Previous Registrations
  • 2018-12-20 → 2023-01-06
    Mercer Global Advisors Inc.
    Portland, OR
    Portland, OR
  • 2015-03-17 → 2019-04-23
    Sigma Investment Management Company
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-17
  • S65 Uniform Investment Adviser Law Examination
    2015-03-17
Designations
Other Names
  • Matt Sheets

View on SEC IAPD

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