A complete list of active advisors currently associated with Vistamark Investments

Warmer can help you find a great advisor at Vistamark Investments or one who fits your needs even better.

Vistamark Investments serves high‑net‑worth individuals, families, trusts, estates, business entities, nonprofit organizations, and qualified retirement plans. The firm provides discretionary investment management, sub‑advisory services, and fiduciary consulting for qualified plans under ERISA Sections 3(21) and 3(38). Portfolios are built to client‑specific objectives using a disciplined strategic asset allocation framework that incorporates diversification across public and alternative asset classes and considers tax, liquidity, and concentration issues. The firm applies a mix of macroeconomic, fundamental, quantitative, qualitative and technical analysis and generally manages accounts on a discretionary basis while offering hybrid arrangements when appropriate. Notably, the firm maintains formal affiliations and outside roles with other financial organizations and routinely acts as a sub‑advisor to primary advisers, arrangements that are uncommon among peers and create additional inter‑firm relationships to manage. The firm is recently established yet manages over $300 million and focuses on high‑net‑worth and institutional clients rather than serving non‑HNW retail individuals.

To learn more about the advisors currently working at Vistamark Investments, 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.