Buena Vista Investment Management LLC

Buena Vista Investment Management LLC is a registered investment adviser based in Wisconsin Rapids, WI, established in 1998. The firm specializes in providing investment advisory services to various clients, including individuals, high net worth individuals, trusts, estates, and corporate pension plans. Buena Vista operates under a fiduciary standard, always putting clients' interests first and fully disclosing any potential conflicts of interest. The firm offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon, including investment strategy, asset allocation, and regular portfolio monitoring. Clients have the option to grant discretionary authority to Buena Vista for selecting securities and executing transactions without prior permission. There is no minimum account value required to open an account with Buena Vista. The firm charges fees based on a percentage of the account value, with a minimum fee of $1,500. Clients have the flexibility to terminate the agreement within specific timeframes without penalty. Buena Vista does not participate in wrap fee programs and does not charge performance-based fees. The firm's investment strategies include a mix of equity securities, fixed-income investments, mutual funds, and ETFs. Clients receive ongoing account monitoring and regular reviews. Buena Vista does not compensate for client referrals and does not receive soft dollars from broker-dealers. The firm exercises investment discretion in selecting securities based on clients' stated objectives and guidelines. Clients receive monthly statements from the custodian holding their assets. Buena Vista Investment Management does not have any material disciplinary disclosures or financial commitments that impair its ability to meet client obligations.