Vista Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$282,812,893
Clients
180
Advisors
4
of 4 employees
About
Vista Investment Management provides discretionary investment management to individuals (including high net worth clients), trusts, estates, retirement-plan participants, businesses, and charitable organizations, and also performs pension consulting for a single plan client. As of March 27, 2026 the firm manages about $324 million in client assets, with roughly $319 million managed on a discretionary basis and a small portion managed non‑discretionarily.
The firm uses a documented onboarding process (Client Questionnaire and Investment Policy) to set objectives and risk tolerance and pursues a fundamental, value‑oriented equity strategy combined with broad diversification and ongoing rebalancing. Vista may employ mutual funds, ETFs, bonds, derivatives and—when appropriate—inverse or leveraged ETFs to adjust asset allocation or address tax consequences; the brochure states these tools are used in a non‑speculative, allocation‑adjustment context.
Compared with many peer teams, Vista does not offer standalone financial planning services and instead focuses on portfolio management and limited pension consulting, which is an uncommon service mix for firms of this size. The firm is employee‑owned, maintains a typical relationship minimum of $1 million (negotiable), handles a relatively small number of portfolios per portfolio manager, generally does not vote proxies on clients’ behalf, and discloses a preference for Charles Schwab as custodian while not using client brokerage for soft‑dollar research.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% per year $500,001 - $2,000,000: 0.75% per year $2,000,001+: 0.50% per year
Account minimum: $1,000,000 Fee-only: Fees are negotiable, based on percentage of assets under management as per tier schedule.
Main office
400 Penn Center Blvd., Suite 555
Pittsburgh PA 15235-5610
Advisors at this office
4
Most active in
California · Florida · North Carolina · Pennsylvania · Texas
Also doing business as
John D. Frankola · Vista Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew V
Series 65
Pittsburgh, PA
Vista Investment Management, LLC
Matthew Viverette is a financial advisor at Vista Investment Management, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Vista Investment Management since 2014. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm employs a fundamental, value-oriented equity strategy with broad diversification and ongoing rebalancing, focusing on portfolio management rather than standalone financial planning.
Lawrence E
Series 65
Pittsburgh, PA
Vista Investment Management, LLC
Lawrence Eakin is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, with 12 years of industry experience. He holds the Series 65 designation and has worked at Vista since 2018, following four years at Guyasuta Investment Advisors, Inc. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, businesses, and retirement plan participants, along with limited pension consulting. The firm emphasizes fundamental, value-oriented security selection and broad diversification, using internal research and tactical allocation tools such as derivatives and exchange-traded strategies.
Dylan D
Series 63, Series 66
Pittsburgh, PA
Vista Investment Management, LLC
Dylan Dunlop is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and The Vanguard Group. Outside of advising, Dunlop works part-time as an independent contractor for Uber Technologies, Inc. Vista Investment Management provides discretionary investment management to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm employs a fundamental, value-oriented equity strategy combined with broad diversification and ongoing rebalancing.
John F
CFA®, Series 63, Series 65
Pittsburgh, PA
Vista Investment Management, LLC
John Frankola is a CFA® charterholder with 36 years of industry experience, currently serving at Vista Investment Management, LLC since 2002. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Vista Investment Management, LLC provides discretionary investment management to individuals, trusts, estates, businesses, and retirement plan participants, with a focus on fundamental, value-oriented security selection and broad diversification. The firm distinguishes itself through its documented use of derivatives and exchange-traded strategies for tactical allocation and limited pension consulting services.
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