Vista Financial Advisors

Investing in Tomorrow. Today.
There’s diversification, and then there’s Vista Diversification.

The most significant distinguishing factor in Vista’s decade-long track record of success is our unparalleled approach to global diversification. Vista’s proprietary Broad Spectrum Diversification strategy has proven itself during up and down markets, inflationary and deflationary periods, and unstable political and economic conditions. Vista portfolios have out-performed all major indices during even the recent global financial crisis.

Over the past decade Vista’s Broad Spectrum Diversification strategy has returned results comparable to other conventional strategies or benchmarks such as:

  • The S&P 500
  • “Balanced Approach” used by most brokerages and trust departments
  • “Endowment Strategy” used by major college endowments such as Yale, Harvard and Princeton
  • Berkshire Hathaway (Warren Buffett’s holding company)

Broad Spectrum Diversification structures portfolios across a broad universe of uniquely positioned economic “catalyst” groups. These Catalyst Groups include: Cash, US Fixed Income, International Currency/Bonds, International Equities, US Equities, Real Estate, Commodities/Energy, and Precious Metals. Because these categories operate independently of one another, our clients attain the benefits of “true diversification” vs. “multiplication" whereas owning 10, 20 or 500 stocks that all tend to go up or down at the same time is not true diversification.

Significantly, this strategy also helps our clients avoid the most reliable destroyer of investment portfolio results: the tendency to over react to sharp fluctuations in the market.  Neither panicking in bad times, nor succumbing to “irrational exuberance” in the good, our clients enjoy the greater safety, stability and consistently superior performance for which the Vista approach is known.