Call it the power of an institutional approach...
But in the simplest of terms, it’s just taking the extra steps to personalize your portfolio. From growth to income strategies, our investment vehicles are widely varied because people and their goals are, too.
Studies have found that, over the long run, how your investments are allocated is more important than individual investments in determining overall performance for diversified portfolios.*
Vista uses what Ron calls dynamic asset allocation. Change, major or minor, occur when the economical landscape changes, affecting what clients need.
The first breakdown is risk. The mix of fixed (low growth, lower risk), and growth (higher growth, greater risk), determines the risk of the portfolio. We believe in a balanced approach.
The breakdown of the growth side of the portfolio, also may decrease, or increase the rick in a portfolio. We believe in a balanced approach.
Large-Cap Value: 20%
Large-Cap Growth: 20%
Mid-Cap Value: 10%
Mid-Cap Growth: 10%
Small-Cap Value: 10%
Small-Cap Growth: 10%
International Value: 10%
International Growth: 10%
(Investing involves risk and you may incur a profit or a loss. Asset allocation does not ensure a profit or protect against a loss. International investing involves special risks, including currency fluctuations, different financial accounting standards, and possible political and economic volatility. Investing in small- and mid-cap stocks generally involves greater risks and, therefor, may not be appropriate for every investor.)
*Source: Brinson, Beebower and Associates, Determinants of Portfolio Perfomance, 1986, updated 1991 and 1995.
We focus our efforts on six different portfolio strategies, including two equity portfolio strategies: the Investing For Growth and Growth of Income portfolios.
The Investing For Growth Portfolio
Designed for investors who are seeking capital appreciation and can comfortably assume risk. Growth stocks have the potential to provide larger returns but also present greater volatility.
For more information about what’s in our Investing For Growth Portfolio, please use our contact form.
(Growth stocks involve risk and may not be appropriate for every investor. Past performance is not indicative of future results.)
The Growth Of Income Portfolio
Comprised of dividend-paying stocks that tend to be less volatile, and is designed for investors who are seeking to generate consistent income and moderate growth.
For more information about what’s in our Growth of Income Portfolio, please use our contact form.
(Dividends will fluctuate and are not guaranteed. Past performance is not indicative of future results.)