Vista Investment Partners
Firm details
- Headquarters
- Richmond, Indiana
- CRD number
- 327983
- Registered since
- October 13, 2023
- Website
- www.vistainvestment.net
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.06%
- Individuals32.98%
- Corporations / Businesses1.55%
- Charitable Organizations0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vista Investment Partners is an independent registered investment adviser formed as an LLC and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional clients, and is owned by an individual principal. Its advisory practice centers on financial planning, portfolio management for individuals, small businesses, and institutional entities, and it also offers educational seminars and workshops. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Vista does not identify as an active ESG investor.
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 Equities51%
- Public Funds/Mutual Funds34%
- Other10%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Sarah Peacock
Chief Operations OfficerCRD 6704803
Dennis Mason
Chief Compliance OfficerCRD 3107130
Contacts
3 of 6Stasia Veramallay
Investment Adviser RepresentativeCRD 4123662
Matthew Golliher
Financial AdvisorCRD 6360230
Peter Bartel
Investment Adviser RepresentativeCRD 2351291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$66.3M in ETFs
71%
$47M
23%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $7M | 10,214 | 10.58% |
Location
Richmond, IN
Wayne
Location
Richmond, IN
Headquartered in Richmond, IN, anchoring the Richmond-Connersville, IN metro in the Midwest.
- Metro area
- Richmond-Connersville, IN
- Region
- Midwest
- County
- Wayne
- Address
- 1 Woodside Dr
- Time zone
- ET (UTC-5)
- Office locations
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