Assets Under Management
$286.3M
Number of Clients
185
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$71.6M
Compensation
Fee-Only (AUM)
Vista Investment Management provides discretionary investment management services to individual and institutional clients. They utilize a disciplined investment process to manage portfolios based on client objectives and risk tolerance, documented in a Client Questionnaire and Investment Policy. They may contract with other firms for research services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
400 Penn Center Blvd., Suite 555, Pittsburgh, PA, 15235-5610