Vista Financial Advisors

Investing in Tomorrow. Today.
Private Portfolio Management

If your Portfolio has a balance of $3 million or more, you can take advantage of the personal attention and investment flexibility of private portfolio management through Vista Financial Advisors.

Enjoy enhanced benefits at no additional cost

This service offers you three major benefits:

  • The simplicity, convenience, and cost-effectiveness of a diversified and professionally-managed portfolio strategy
  • The personal attention and customized investment selection associated with private portfolio management
  • A customized investment portfolio annual tax report with all tax-related specifics sent directly to your tax attorney and/or CPA

Receive a personal investment consultation

You start with an initial consultation with the Program president and the assigned portfolio manager to discuss factors such as investment objectives, risk tolerance, and time horizon.

Your account can be invested in individual securities, bonds, and mutual funds. You may recommend that companies from particular industries be excluded from the account portfolio. This will be taken into account in the selection of stocks and bonds.

Once the portfolio strategy is established, in addition to your monthly statement from Schwab Institutional, you will also receive consolidated quarterly investment reports in addition to account statements from Vista Financial.

Benefit from Vista Financial's Portfolio management expertise

Vista Financial is in it 20 year of providing private portfolio management services for a select group of individuals, trust, corporate and institutional clients. The firm's Private Portfolio Management group now provides personalized investment counseling and discretionary portfolio management for assets in separate portfolios totaling over $100 Million.

Rigorous historical, fundamental, and technical research is the cornerstone of our investment process.  Combining the experience and research capability of our staff and outsource partners, we offer over 20 years experience in managing portfolio strategies in multiple asset classes and styles. A proven investment philosophy — to protect, preserve and enhance wealth without assuming unnecessary risk — drives every investment decision we make and implement for our clients.

Learn more about Vista's private portfolio management

See how the Private Portfolio Management group can provide personalized services for your portfolio assets. Please call Vista's Private Portfolio Management group, at 1-866-450-2424 Monday through Friday between 9 a.m. and 5 p.m. eastern time.

All investment portfolios are subject to market risk, including possible loss of principal.