Vista Investment Partners LLC

Vista Investment Partners LLC, established in 2016, offers financial planning and portfolio management services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm develops a Financial Profile and Investment Plan for each client based on their financial circumstances, goals, and risk tolerance. Clients can opt for discretionary or non-discretionary portfolio management, with discretionary clients granting Vista authority to manage their investments without prior consultation. Vista may utilize Separate Account Managers to offer a variety of manager styles and investment strategies. The firm primarily invests in mutual funds, ETFs, stocks, fixed income securities, and other investments, using fundamental analysis to select investments. Vista's fee structure includes management fees based on a percentage of assets under management, with financial planning services offered at no additional fee for clients with assets over $1,000,000. The firm does not have performance-based fees and does not vote proxies for client securities. Vista does not have any disciplinary events to report and engages in best execution practices when selecting brokers. The firm may receive economic benefits from custodians Raymond James and TD Ameritrade, with fees separate from internal fees and expenses. Clients are advised to review account statements and reports provided by custodians for accuracy.