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 serves individuals (including high-net-worth clients) and institutional clients such as pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, delivering financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services. The firm also offers held-away retirement account management for employer-sponsored plans using the Pontera technology platform and provides participant education and ERISA-related plan guidance for plan sponsors. Vista structures client relationships around a Financial Profile and individualized Investment Plan, implementing those plans through a mix of proprietary strategies, model portfolios, and, where appropriate, selected separate account managers. Portfolios are managed with strategic asset allocation and diversification across equities, fixed income and alternative exposures, and the firm discloses that it may use leverage—margin borrowing from a brokerage firm—and option strategies in managed accounts, with the attendant risks such as margin calls. Distinctive features in the brochure include the recent addition of Pontera-held-away account management (Pontera acts only as a technology intermediary while Vista retains investment discretion) and explicit ERISA fiduciary services for retirement plans, together with the firm’s practice of permitting borrowing in separately managed accounts—a practice the firm highlights in its risk disclosures. The firm typically requires $1,000,000 of investable assets for conventional advisory services, participates on the Raymond James custody platform for most accounts, and discloses that certain employees are licensed to sell insurance and may earn commissions on those products.

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.

Name	Location	Years of experience
Jane Davenport	Oklahoma City, OK	2
Steven Hawes	Oklahoma City, OK	40
Todd Lang	Oklahoma City, OK	34
Alyosha Mertens	Oklahoma City, OK	33
Ronald Richardson	Oklahoma City, OK	42
Jerry Thurman	Oklahoma City, OK	6

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