Awards & Press

2016

  • Growing Organically: 150 RIA LeadersFinancial Planning Magazine
    • Data gathered from Form ADV filings as of September 2014
  • Powerbook list of Financial Planners/Money Managers—Oregon Business Magazine
    • List is ranked by Oregon assets under management. Research by Kim Moore, Oregon Business Magazine. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.

2015

  • O Value, Where Art Thou?” published in Enterprising Investor (CFA Institute)
  • “Financial Services Guide: What can we learn from General Electric?” published in Portland Business Journal
  • Top Money Management Firms—Portland Business Journal
    • Top 25 list, ranked by 2nd-quarter assets under management for Oregon & Clark County, Washington, Clients. Research by Brandon Sawyer, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Quoted by Think Advisor in, “8 Ways To Build Extreme Client Loyalty

2014

  • Quoted by The Oregonian in “What to do with PIMCO Total Return in your 401(k).”
  • Small Business Awards—Portland Business Journal
    • The Portland Business Journal’s annual Small Business Awards are given to local, small businesses (category 11-50 employees). Research by Brandon Sawyer, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Fastest-Growing Private Companies—Portland Business Journal
    • List is ranked by percentage growth between 2011 and 2013 for Oregon & Clark County, Washington. Research by Brandon Sawyer, Portland Business Journal. Source: A representative of each firm. Revenue figures were verified by Perkins & Co. with firms’ third-party accountants or official tax statements. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Quoted by The Oregonian in “Six Advisers On Investing In International Bonds
  • Quoted by The Oregonian in “What’s inside Intel’s retirement plans? Hedge funds. Lots of ‘em.”
  • Corporate Philanthropy Awards for charitable givingPortland Business Journal
    • The Portland Business Journal’s annual Corporate Philanthropy Awards are given to local firms, ranked by cash donations for small companies (revenue less than $10 million). Research by Brandon Sawyer, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • “Financial Services Guide: Get these 6 ‘investments’ out of your portfolio” published in Portland Business Journal
  • Dougal Williams featured by The Wall Street Journal in “When Investing In Bonds, This Adviser Plays It Safe”
  • Top Money Managers—Portland Business Journal
    • Top 25 list, ranked by total assets managed as of the prior year end. Research by Brandon Sawyer, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.

2013

2012

  • Quoted by The Oregonian in, “Will the 4 Percent Rule of Thumb Leave Retirees Empty Handed?”
  • Corporate Philanthropy Award for charitable givingPortland Business Journal
    • The Portland Business Journal’s annual Corporate Philanthropy awards are given to local firms, ranked by cash donations for small companies (revenue less than $10 million). Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Fastest Growing Private 100 Companies—Portland Business Journal
    • The Portland Business Journal’s annual Fastest Growing Private 100 Company awards are given to the top 100 local firms, ranked by percentage of growth over the past 3 years. Research by Tam Jenkins, Portland Business Journal. Verified by Perkins & Co. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Premier Wealth Advisers List—Portland Business Journal list for NABCAP, National Association of Board Certified Advisory Practices
    • The National Association of Board Certified Advisory Practice (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Our primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. The primary focus of our Board of Directors is to serve the needs of the investing public. Our multi-step verification process utilizes independent resources to objectively account for the accuracy and consistency of the advisory practices. Comprehensively evaluating and validating twenty categories within a financial advisory practice distinguishes our process. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective not subjective. The Board’s attention is centered on investor’s financial needs and an advisory practice’s probability within the Financial Services Industry. Participating practices may be published and will be compared versus their peers locally, regionally, and nationally. Distinguishing characteristics of an advisory practice will include in part, though not exclusively: mass affluent or high net worth practice, team dynamics, years of experience, credentials/designations, minimum investable assets to become a new client, and planning philosophy.
  • Powerlist: Financial Planning Firms—Oregon Business
    • Ranked by Oregon assets under management (AUM) as of the prior year end. Research by Jamie Hartford, research associate, Oregon Business magazine. Source: A representative of each firm.
  • Top Money Managers—Portland Business Journal
    • Top 25 list, ranked by total assets managed as of the prior year end. Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Dougal Williams featured in “Forty Under 40″—Portland Business Journal

2011

  • Corporate Philanthropy Award for charitable givingPortland Business Journal
    • The Portland Business Journal’s annual Corporate Philanthropy awards are given to local firms, ranked by cash donations for small companies (revenue less than $10 million). Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Fastest Growing Private 100 Companies—Portland Business Journal
    • The Portland Business Journal’s annual Fastest Growing Private 100 Company awards are given to the top 100 local firms, ranked by percentage of growth over the past 3 years. Research by Tam Jenkins, Portland Business Journal. Verified by Perkins & Co. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Top RIA Survey Rankings—Financial Advisor magazine
    • Ranked by total assets, discretionary and nondiscretionary assets under management reported on Form ADV. Research by Sherri Scordo, Financial Advisor magazine. Source: A representative of each firm.
  • Powerlist: Financial Planning Firms—Oregon Business
    • Ranked by Oregon assets under management (AUM) as of the prior year end. Research by Jamie Hartford, research associate, Oregon Business magazine. Source: A representative of each firm.
  • Top Money Managers—Portland Business Journal
    • Top 25 list, ranked by total assets managed as of the prior year end. Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.

2010

  • Quoted by The Oregonian in, “Passive Investing—A Great Gift for the Holidays & Forever After”
  • Corporate Philanthropy Award for charitable givingPortland Business Journal
    • The Portland Business Journal’s annual Corporate Philanthropy awards are given to local firms, ranked by cash donations for small companies (revenue less than $10 million). Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Quoted by The Oregonian in, “Should you put more of your retirement in international stocks?”
  • “Disciplined Investment Approach Always Beats Emotion” published in the Portland Business Journal
  • Top RIA Survey Rankings—Financial Advisor magazine
    • Ranked by total assets, discretionary and nondiscretionary assets under management reported on Form ADV. Research by Sherri Scordo, Financial Advisor magazine. Source: A representative of each firm.
  • Top Money Managers—Portland Business Journal
    • Top 25 list, ranked by total assets managed as of the prior year end. Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Powerlist: Financial Planners—Oregon Business
    • Ranked by Oregon assets under management (AUM) as of the prior year end. Research by Jamie Hartford, research associate, Oregon Business magazine. Source: A representative of each firm.
  • Quoted by the Portland Business Journal in, “Is the Market Improving? Depends on who you ask.”

2009

  • Top Wealth Manager—Wealth Manager magazine
    • Annual top wealth managers were ranked by average assets under management (AUM) per client. Research by Phillip Palaveev. Source: A representative of each firm.
  • Corporate Philanthropy Award for charitable givingPortland Business Journal
    • The Portland Business Journal’s annual Corporate Philanthropy awards are given to local firms, ranked by cash donations for small companies (revenue less than $10 million). Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Top 25 Money Managers—Portland Business Journal
    • Top 25 list, ranked by total assets managed as of the prior year end. Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Fastest Growing Private 100 Companies—Portland Business Journal
    • The Portland Business Journal’s annual Fastest Growing Private 100 Company awards are given to the top 100 local firms, ranked by percentage of growth over the past 3 years. Research by Tam Jenkins, Portland Business Journal. Verified by Perkins & Co. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Top RIA Survey Rankings—Financial Advisor magazine
    • Ranked by total assets, discretionary and nondiscretionary assets under management reported on Form ADV. Research by Sherri Scordo, Financial Advisor magazine. Source: A representative of each firm.
  • “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

     

  • Schwab Institutional, a leading provider of custodial, operational, and trading support for independent fee-based investment advisors, today announced the winners of the third annual IMPACT Awards – an industry wide awards program to honor advisors and firms that have advanced the industry through their visionary leadership, operational excellence, technology innovation, and impressive growth. The 2008 IMPACT Award winners were selected by a distinguished panel of judges including Daniel O. Leemon, former executive vice president and chief strategy officer for The Charles Schwab Corporation.; Edythe “Dede” McClatchy Pahl, executive director of the Investment Management Consultants Association (IMCA); David G. Tittworth, executive director and executive vice president of the Investment Adviser Association (IAA); and Martin W. Tuttle Jr., CAE, executive director and CEO of the Financial Planning Association (FPA). IMPACT Awards entries were scored by the accounting and consulting firm Moss Adams LLP.
  • Corporate Philanthropy Award for charitable givingPortland Business Journal
    • The Portland Business Journal’s annual Corporate Philanthropy awards are given to local firms, ranked by cash donations for small companies (revenue less than $10 million). Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Top 25 Money Managers—Portland Business Journal
    • Top 25 list, ranked by total assets managed as of the prior year end. Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Top Dog—Wealth Manager magazine
    • The Top Dog Survey was ranked by overall average amount of assets under management (AUM) per client. Introduction by Kathleen M. McBride, interviews by Nancy R. Mandell. Source: A representative of each firm.
  • Portland Top Wealth Advisors—Portland Business Journal
    • The Winners Circle provided all the research for the list of Portland Top Wealth Advisors. Rankings are based on quantitative (assets and revenues) and qualitative criteria (compliance records, discussions with management and peers, telephone and in-person interviews, etc.) Source: A representative of each firm.
  • Top RIA Survey Rankings—Financial Advisor magazine
    • Ranked by total assets, discretionary and nondiscretionary assets under management reported on Form ADV. Research by Sherri Scordo, Financial Advisor magazine. Source: A representative of each firm.
  • “Investment Lessons From Google” published on IndexUniverse.com
  • Fastest Growing Private 100 Companies—Portland Business Journal
    • The Portland Business Journal’s annual Fastest Growing Private 100 Company awards are given to the top 100 local firms, ranked by percentage of growth over the past 3 years. Research by Tam Jenkins, Portland Business Journal. Verified by Perkins & Co. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Powerlist | Financial Planners & Money Managers—Oregon Business
    • Ranked by Oregon assets under management (AUM) as of the prior year end. Research by Jamie Hartford, research associate, Oregon Business magazine. Source: A representative of each firm.
  • 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 25 list, ranked by total assets managed as of the prior year end. Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Top Dog—Wealth Manager magazine
    • The Top Dog Survey was ranked by overall average amount of assets under management (AUM) per client. Introduction by Kathleen M. McBride, interviews by Nancy R. Mandell. Source: A representative of each firm.
  • Top RIA Survey Rankings—Financial Advisor magazine
    • Ranked by total assets, discretionary and nondiscretionary assets under management reported on Form ADV. Research by Sherri Scordo, Financial Advisor magazine. Source: A representative of each firm.
  • Fastest Growing Private 100 Companies—Portland Business Journal
    • The Portland Business Journal’s annual Fastest Growing Private 100 Company awards are given to the top 100 local firms, ranked by percentage of growth over the past 3 years. Research by Tam Jenkins, Portland Business Journal. Verified by Perkins & Co. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • 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
    • Top 25 list, ranked by total assets managed as of the prior year end. Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Star Wealth Manager—Wealth Manager magazine
    • The Star Wealth Manager list is a ranking of the top wealth managers ranked by the average client relationship amount. Source: A representative from each firm.
  • Fastest Growing Private 100 Companies—Portland Business Journal
    • The Portland Business Journal’s annual Fastest Growing Private 100 Company awards are given to the top 100 local firms, ranked by percentage of growth over the past 3 years. Research by Tam Jenkins, Portland Business Journal. Verified by Perkins & Co. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • 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
    • Top 25 list, ranked by total assets managed as of the prior year end. Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.
  • Recognized by Wealth Master—Bloomberg Wealth Manager magazine

2004

  • Top 25 Financial Advisors—Portland Business Journal
    • Top 25 list, ranked by total assets managed as of the prior year end. Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.

2003

  • Recognized by 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
    • Top 25 list, ranked by total assets managed as of the prior year end. Research by Tam Jenkins, Portland Business Journal. Source: A representative of each firm. While every attempt is made to ensure the thoroughness and accuracy of the list, omissions and errors may occur.

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.