Vista Capital Partners, Inc.
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 114913
- Registered since
- August 31, 2001
- Website
- vistacp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.5%
- Individuals24%
- Charitable Organizations3.14%
- Corporations / Businesses2.86%
- Pension & Profit Sharing Plans0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vista Capital Partners, Inc. is an independent, privately held registered investment adviser organized as a corporation. The firm is SEC registered (2001) and charges fees based on a percentage of assets under management. Its client base includes high-net-worth individuals and families as well as institutional investors. Core advisory services are financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Vista is not identified as an active ESG investor, it does not operate as a capital allocator, and it is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds8%
- Other6%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$1B in ETFs
97%
$1B
3%
$31.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $422M | 1,140,030 | 40.71% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 9755 Sw Barnes Rd
- Time zone
- PT (UTC-8)
- Office locations
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