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

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

Vista Investment Partners is a mid-sized advisory firm that serves individuals (including high-net-worth clients), retirement plans, trusts, corporations and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services and, in some plan engagements, acts as an ERISA fiduciary. Investment implementation emphasizes strategic asset allocation, model portfolios and a mix of mutual funds, ETFs, individual equities and fixed‑income instruments, and Vista may allocate portions of client assets to third‑party Separate Account Managers. The brochure also discloses the firm’s use of covered options and the use of margin (borrowed funds) in separately managed accounts, a practice the firm flags that is relatively uncommon among peer team firms. Vista participates in the Raymond James asset management platform, which supplies custody, trade execution and non‑cash platform services (including access to institutional share classes), and the firm discloses lead‑generation arrangements with providers such as Ramsey Solutions and SmartAsset. The brochure further notes that certain employees are licensed to sell insurance and may receive commissions, and that Vista generally provides financial planning at no additional charge for clients with at least $1 million in assets under management.

To learn more about the advisors currently working at Vista Investment Partners 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.