A complete list of active advisors currently associated with Buena Vista Investment Management LLC
Warmer can help you find a great advisor at Buena Vista Investment Management LLC or one who fits your needs even better.
Buena Vista Investment Management provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, corporate pension and profit‑sharing plans, and charitable institutions. Services described in the brochure include ongoing discretionary portfolio management, individualized Investment Policy Statements, selection of third‑party money managers, and written financial planning engagements. The firm builds customized portfolios that typically combine diversified mutual funds and ETFs with selected individual equities and fixed‑income securities, and documents client goals, risk tolerance, and restrictions in an Investment Policy Statement used for ongoing monitoring and periodic (semi‑annual or annual) reviews and quarterly reporting. Buena Vista may hire third‑party managers and employ tactical strategies to manage drawdowns or participate in market advances, and it generally seeks discretionary authority to implement portfolio changes on clients’ behalf. Distinctive features include that the firm’s principal is separately licensed as an insurance agent and may recommend and sell commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest and for which clients are not obliged to purchase through the firm. The brochure also notes several operational choices that set the firm apart from many peers: it does not impose an account minimum, does not participate in wrap fee programs or accept soft dollars, and may receive a portion of third‑party manager fees when those managers are used.
To learn more about the advisors currently working at Buena Vista Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wisconsin Rapids, WI
| 24
|
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