The Vista Advantage
Plan. Perform. Prosper. The three pillars of our award-winning approach serve one purpose: to give you the highest probability of success. Utilizing thoughtful financial planning, optimal investment portfolio construction, and discipline, the Vista Advantage is designed to protect and grow your wealth. So you can focus on what’s important—living your life fully.
The Purpose Project™
If you’re entering retirement, we offer a program that can complement your financial plan. The Purpose Project can help you discover passions and explore goals for this new phase of life.
Our Team
While we’d prefer to talk about who you are and what matters to you, we understand you may want to know a thing or two about us. A read through our bios may just confirm we’re the group of passionate financial advisors you’ve been looking for.
How We Help
We do something different here. We work for you—not Wall Street. As independent and fee-only financial advisors, we have no commissions vying for our attention. So we’re free to listen and help design a financial plan to protect your wealth, prepare for retirement income, diversify a concentrated investment position or establish your philanthropic legacy. This is what we do to help stack the odds in your favor.
Our Story
Our clients, friends and professional partners tell us we’ve got something special going on here in Portland, Oregon—and we tend to agree. Our unconventional approach to investing influences everything we do and, ultimately, has defined our company culture.
The Simple Truth (Blog)
Welcome to a place free from the bias of Wall Street. Our blog is devoted to providing information which gives you the very best chance for financial success. Where we pull back the curtain to reveal what really matters. Where you can find answers without getting a hidden agenda in return.
Put the Vista Advantage to work for you.
We manage globally diversified portfolios that seek to minimize costs, taxes, and worry for individual clients with more than $2 million to invest.