VISTA ADVISOR GROUP, LLC

Overview

Vista Advisor Group, LLC is an independent registered investment adviser formed in 2020 that works with individuals, families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions and pension consulting services. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based advisory work. Investment activity is centered on pooled public funds as the core implementation vehicle, while the firm also supplements portfolios with third‑party alternative managers across private markets and specialty credit. Vista Advisor Group does not present itself as a capital allocator running proprietary funds; instead it sources external managers to fill niche exposures. The adviser is not an active ESG investor and currently holds a single-state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices