Lisa Trama's Contact Details

Lisa Trama's Company Details

Vivid Financial Management, Inc.

Orcutt, CA, US • 20 - 49 Employees
Financial Services

Vivid Financial Management takes an integrated, holistic approach to manage wealth for families, individuals, and institutions across the country. We lead clients on a purpose-driven path that supports their unique needs through investment management, wealth planning, tax, business services, and estate planning techniques.What makes our approach unique?• We disrupt expectations of the traditional client: advisor relationship• We listen to your needs first and build custom solutions second• Our structure untangles miscommunications between third-party relationships• We are advocates, not salespeople• Net-after-tax return is a critical component of our frameworkWe value our firm's culture beyond measure. Having a dynamic, innovative, and high-powered culture allows our team to disrupt client expectations and serve them at a level most teams can't offer. Transparency is a fundamental principle in everything we do.We make direct and fund investments across asset classes that complement a traditional asset allocation strategy. We engage in strategic partnerships across the alternative investment landscape focused but are not limited to; real estate, private credit/equity, and venture capital. We seek to engage in strategic partnerships across the alternative investment landscape.