Vista Investment Partners LLC header graphic
Vista Investment Partners LLC
Vista Investment Partners of Raymond James graphic

Planning Your Path Step by Step

In order to achieve even one goal, we believe you must understand all of the factors that might help or hinder your success. So planning effectively for all the elements of your financial life requires a truly farsighted, coordinated approach.

Following a strategic process, we help you prepare for your possibilities with precision and take each step with purpose.

Approach
From the first phone call to our first meeting, our initial conversations will be about you – together we’ll survey your current situation and help you decide how you want to approach the financial landscape.

Ascent
Once we’ve established a strong rapport, we’ll move forward with the more tactical business of assessing your risk tolerance, analyzing your investment options and assembling a customized portfolio designed to help you reach your unique goals.

Summit
Then, we approach the pinnacle of our process. Looking back over where you’ve been, we will present a plan for where you’re going. Once you’ve approved our recommendations, we’ll take the final steps to implement your portfolio.


With your portfolio invested, we now focus on ensuring that it remains focused on the future as you see it – expanding as the markets move, as your circumstances change and as your goals grow.

Vista Investment Partners of Raymond James graphic
5601 N. Classen Blvd., Suite 101 | Oklahoma City, OK 73118 | 405.608.5390 | Toll-Free: 888.608.5390 | Fax: 405.608.5399