Vista Finance, LLC

Vista Finance, LLC is a financial advisory firm established in 2021, based in Clayton, MO. The firm specializes in providing a wide array of investment advisory services to individuals and various types of clients. Vista Finance is owned by Christopher Williams, Brian Landzaat, and Lincoln Sorensen, Jr. As a fiduciary, the firm always acts in the best interest of clients, offering services such as Wrap Comprehensive Portfolio Management, Financial Planning & Consulting, Portfolio Monitoring, and Retirement Plan Consulting. For Wrap Comprehensive Portfolio Management, clients can place reasonable restrictions on investments. The firm manages $268,869,601 on a discretionary basis and $4,882,773 on a non-discretionary basis as of December 31, 2024. Fees for services vary based on the type of service, with maximum annual fees not exceeding $100,000 for financial planning and consulting. Vista Finance recommends the custodial services of Fidelity and Interactive Brokers for certain client accounts. The firm uses various methods of analysis and investment strategies, including cyclical, fundamental, qualitative, quantitative, and technical analysis. Investment risks include capital risk, credit risk, inflation risk, interest rate risk, market risk, and options risk. Vista Finance does not charge performance-based fees but may recommend alternative investment funds with performance-based fees. Vista Finance does not accept proxy authority to vote client securities and does not provide financial information in the brochure. The firm has no disciplinary events and does not receive soft dollars beyond what is allowed by the SEC. Clients are encouraged to review account statements and can request a full copy of the brochure for more information.