A different perspective on investing. A unique company culture.
What Would I Do If It Were My Money?
Ever since opening our doors in 2001, we’ve asked ourselves this question. It helps us put every financial decision in perspective and gives our clients their very best chance for success. It is also why from day one we’ve used academic evidence, not hype or hope, to guide how we invest our clients’ portfolios.
Despite the overwhelming evidence supporting the superiority of passive, or index investing, very few advisory firms embraced our approach fifteen years ago. Taking the unconventional route is a simple decision when you’ve got the facts on your side.
When helping clients in other important areas of their lives, our intention remains the same: to advise the very action we would take if their money were our own. Whether it’s recommending a client withdraw funds from their portfolio to pay off a mortgage or encouraging them to spend more to take a special trip with their families, our recommendations are guided by the answer to one simple question—WWIDIIWMM?
The opportunity to combine this level of personal financial planning with pioneering investment research is what ultimately inspired Vista’s creation.
What began as a staff of three managing roughly $30 million for 50 clients has grown to become a distinguished independent investment advisory firm in the Pacific Northwest. Today, Vista manages over $1.4 billion for more than 350 clients.
billion in assets under management
A UNIQUE COMPANY CULTURE
Talk to our clients and professional partners and you’ll realize there is clearly something special going on here. Yet it’s hard to zero in on one specific thing. Perhaps it’s the quality of our people, the strength of our investment philosophy, how we serve our clients or the way in which we run our business. We like to think it’s a combination of all of this and more—which can ultimately be defined as our company’s culture. Our culture is reflected in five core values:
- Act with integrity: Successful relationships are built on trust.
- Strive for simplicity: Keeping things simple allows us to focus on what truly matters.
- Be passionate: An unwavering belief in what we’re doing brings out the best in us. Passion inspires and is contagious.
- Demand excellence: Our clients and colleagues deserve our best effort. Always.
- Enjoy the journey: A fun flexible work environment allows our people to enjoy happy and fulfilling lives.
INVESTING IN OUR COMMUNITY
We believe giving back to the community is one of the best investments we can make. Along with contributing three percent of our annual profits to various charitable causes, we give our time and energy to a number of charitable organizations.
PRESS AND RECOGNITION
We consider ourselves fortunate to have been recognized by a number of organizations for our philanthropy, innovation and growth, as well as used as a resource for various local and national publications.