INVESTMENT PHILOSOPHY

Vista Capital Partners manages client wealth in a fundamentally different way than the average investor.  Our obligation to make prudent investment decisions on behalf of our clients requires a disciplined investment process designed to achieve competitive long-term returns while controlling risk.  We replace emotion with the fundamental logic needed to make careful, rational choices.

Vista's investment philosophy is based on five Core Beliefs: diligent research, asset allocation, low costs, tax efficiency and client communication.  The result of academic research and experience, our disciplined investment strategy can be successfully executed through various market cycles.

Within the context of an asset allocation strategy, we largely employ a passive, index approach to investing.  Our bias towards index investments ensures our clients achieve the returns afforded by the capital markets.  When compared to active management strategies, an index approach delivers superior long-term performance, minimizes the risk of under performance and, because of its buy-and-hold nature, is inherently more tax efficient.