Our Phones Don't Ring Off The Hook. And That's A Very Good Thing.

Because peace of mind is kind of a rare thing.

Significant wealth is rarely achieved by chance. That’s why management of it deserves the multiple perspectives and multiplied strengths of veteran portfolio managers. We have seen over the years that when investment strategies are driven by the insights of a trusted process led by Vista's proprietary research platform, the results speak for themselves. And frankly, everyone just sleeps better at night.

Meet The Oklahoma City Office

Meet The Indiana Office

Our team is not large and our offices are not bustling and that’s 100% by design. We believe in a streamlined approach and business operations that lead with the confidence of experience. That’s why in an industry known for its volatility and unpredictability, our company stands quietly apart – delivering results and eliminating confusion.