Vista was founded in 2001 to solve a problem: people’s life savings are too often left to chance.
Replacing market timing and stock picking with low-cost index funds and a long-term plan, we sought to eliminate chance from our clients’ portfolios—and from their financial lives.
Today, we use thoughtful financial planning and portfolio construction to give clients a clear path forward, the ability to make better decisions, and a higher probability of accomplishing what matters most.