WHY VISTA?

Why should you hire Vista Capital Partners as your financial advisor?

Discipline - Most investors lack a specific plan or strategy. As a result, their decisions are ruled by emotions. This inevitably leads to mistakes at the worst times—times of extreme optimism and pessimism. Our simple yet disciplined investment approach ensures financial decisions follow deliberate and well-defined steps designed to achieve long-term goals.
People - Our investment advisors have 50 years of combined investment experience. Many have earned professional designations, such as the CFA (Chartered Financial Analyst) charter, and other advanced degrees in the investment field. While we are both serious and passionate about what we do, we also know you'll enjoy working with us. This is important given the amount of time we will spend communicating over the years to come.
Performance - Our diversified, asset allocated investment strategy, with a focus on low costs and tax efficiency, virtually ensures our clients will garner competitive long-term capital market rates of return. We believe minimizing the risk of underperformance is every bit as important as the drive to outperform—particularly for those clients approaching retirement.
Conflict Free Advice - We charge no commissions, sell no products, and are compensated only by the asset-based fees paid to us by our clients. You will only receive objective, unbiased financial advice from us. We put ourselves in your shoes and ask ourselves at every turn, "What would I do if this were my money?"
More Than a Money Manager - Our years of experience, education and credentials make us uniquely qualified to provide financial advice regarding retirement, taxes, insurance, estate planning, and philanthropic issues. We enjoy all aspects of personal finance—it's why we have chosen to work with individual clients.
Frequent and Candid Communication - Hiring Vista as your financial advisor means giving us full discretion in the management of your investment assets. In our view, this increases the importance of frequent communication. We update our clients after trades with an e-mail explaining our reasoning. We send out personalized quarterly reports with a letter from Vista addressing important investment and wealth management topics. We proactively meet with our clients to review their accounts and answer questions.
On-going Investment Research and Portfolio Management - Through diligent research, our investment advisors continually seek to ensure our clients are invested in the most appropriate asset classes using the best available investment vehicles. It is important to avoid complacency as the investment landscape continually changes.
Focus on After-Tax Returns - We have a saying around here: "it's not what you make, but what you keep." Our clients with taxable assets can attest to the importance we place on maximizing after-tax returns. This thinking influences everything we do when taxable assets are being managed. From minimizing portfolio turnover (trading), to tax loss selling strategies, to putting clients' most highly taxed assets in their tax-deferred accounts, we seek to minimize realized gains and taxable income.
Providing Income in Retirement - Many of our clients draw income from their investment portfolio in retirement. We specialize in providing for these withdrawals in the most tax efficient way possible.
Cheaper Than Doing it Yourself - Our competitive management fees combined with our dedication to keeping investment costs low means hiring Vista as your financial advisor is often less expensive than doing it yourself. Our extensive use of index funds helps to keep total annual costs well below the average mutual fund fee.