Our Investment Philosophy
Your best chance for long-term success.
The evidence is overwhelming: Most active investors don’t beat the market—in fact, they fall short of matching market returns.
Over and again, research shows attempting to pick stocks and time the market results in lower returns.
Based on a philosophy that is fundamentally different, our approach replaces short-term emotion with discipline and reason.
Built on these principles, our Optimal Portfolio and Impact Portfolio (for values-based investing) are capable of delivering a successful investment experience for every investor.
The Optimal Portfolio
Based on Nobel Prize-winning research and discipline, we believe that the Optimal Portfolio is reliable, repeatable, and offers your best chance for long-term investment success.
Our guide will show you how Vista builds an optimal portfolio—one that takes advantage of the market’s full potential.
Please note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the Optimal Portfolio, the Impact Portfolio, or any other investments and/or investment strategies recommended and/or undertaken by Vista Capital) will be profitable, equal any historical performance level(s), or prove successful. Neither Optimal nor Impact should be construed as without risk; to the contrary, losses can and will occur.
The Impact Portfolio
For those who wish to invest sustainably, there’s the Impact Portfolio—an optimal portfolio overlaid with the considerations of values-based investing.
Our guide will show you how Vista builds an impact portfolio to drive positive change while focusing on the principles of effective investing.
Please note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the Optimal Portfolio, the Impact Portfolio, or any other investments and/or investment strategies recommended and/or undertaken by Vista Capital) will be profitable, equal any historical performance level(s), or prove successful. Neither Optimal nor Impact should be construed as without risk; to the contrary, losses can and will occur.