Investments

Our investment approach is a quantifiable, disciplined, repeatable process designed for full market cycle investing.

What we don’t do:

Buy and Hold

Pure Indexing

Passive Investing

A Paradigm Shift…

Creative: We engage in a go-anywhere investment strategy that utilizes a broad asset universe, beyond traditional equity and fixed income portfolios.  

Nimble: Our investing process is full cycle and driven by real-time data. We leverage dynamic portfolio positioning according to market risk and opportunity in each phase of the economic cycle.

Holistic: Vista portfolios are customized for each client and their goals, incorporating external public and private investments that flex with changes in the market.