A complete list of active advisors currently associated with Vista Investment Management, LLC

Warmer can help you find a great advisor at Vista Investment Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at 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.