Awards & Recognition
2011
- Corporate Philanthropy Award for charitable giving—Portland Business Journal
- Fastest Growing Private 100 Companies—Portland Business Journal
- Top RIA Survey Rankings—Financial Advisor magazine
- Powerlist: Financial Planning Firms—Oregon Business
- Top Money Managers—Portland Business Journal
2010
2009
- Top Wealth Manager—Wealth Manager magazine
- Corporate Philanthropy Award for charitable giving—Portland Business Journal
- Top 25 Money Managers—Portland Business Journal
- Fastest Growing Private 100 Companies—Portland Business Journal
- Top RIA Survey Rankings—Financial Advisor magazine
- “A Crash Course in Investing: Six Lessons from the Market Meltdown” published in Advisor Perspectives
- Quoted by the Portland Business Journal in, “Investors Turn to Small Firms”
2008
- Schwab Institutional® 2008 Pacesetter IMPACT Award for excellence in independent financial advising
- Corporate Philanthropy Award for charitable giving—Portland Business Journal
- Top 25 Money Managers—Portland Business Journal
- Top Dog—Wealth Manager magazine
- Portland Top Wealth Advisors—Portland Business Journal
- Top RIA Survey Rankings—Financial Advisor magazine
- “Investment Lessons From Google” published on IndexUniverse.com
- Fastest Growing Private 100 Companies—Portland Business Journal
- Powerlist | Financial Planners & Money Managers—Oregon Business
- Quoted by the Portland Business Journal in, “Financial Opportunity: Protecting Your Wealth”
- Quoted by Brainstorm NW in, “Measuring Wealth: From Unsuspecting Millionaires to the Truly Rich”
2007
- Top 25 Money Managers—Portland Business Journal
- Top Dog—Wealth Manager magazine
- Top RIA Survey Rankings—Financial Advisor magazine
- Fastest Growing Private 100 Companies—Portland Business Journal
- Quoted by the National Association of Real Estate Investment Trusts for the U.S. Department of Labor regarding REITs as an asset class
- Doug Johanson featured in “Forty Under 40″—Portland Business Journal
- Quoted by Investment News in, “Young Green-Technology Companies Lure Venture Capital”
2006
- Top 25 Financial Advisors, Top 25 Money Managers—Portland Business Journal
- Star Wealth Manager—Wealth Manager magazine
- Fastest Growing Private 100 Companies—Portland Business Journal
- Dougal Williams recognized as “Most Energetic” by the CFA Institute
- Quoted by Research Magazine in, “Climbing the Ladder of AUM”
- Quoted by The Oregonian in 529 College Savings Plans article
- Quoted by the Associated Press in, “Spring Cleaning Your Finances”
2005
- Top 25 Money Managers—Portland Business Journal
- Wealth Master—Bloomberg Wealth Manager magazine
2004
- Top 25 Financial Advisors—Portland Business Journal
2003
- Champion Wealth Manager—Bloomberg Wealth Manager magazine
- Recognized by The Oregonian in article about Solo 401(k) Plans
2002
- Top 25 Money Managers—Portland Business Journal
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Vista is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Vista by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
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