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Vista Investment Partners LLC
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Portfolio Design and Management

At Vista Investment Partners, we strive to create investment portfolios as effective as they are personal. Offering our individual clients the power of an institutional approach, we support a variety of strategies – from growth to income – and draw on an array of investment vehicles – from separately managed accounts to mutual funds. 

Asset Allocation

As we construct each customized portfolio, we place particular emphasis on developing effective asset allocation strategies. That is, deciding how your assets will be distributed among different investment types. 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.*

Below, you’ll find a breakdown of how we typically allocate assets among broad investment categories.

* Source: Brinson, Beebower and Associates, Determinants of Portfolio Performance, 1986, updated 1991 and 1995

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, therefore, may not be appropriate for every investor.

Portfolio Strategies

At Vista Investment Partners, we support a variety of portfolio strategies, but we focus our efforts on two types in particular: investing for growth and growth income.

Investing for Growth Portfolio
This strategy is intended for investors who are seeking capital appreciation and are comfortable assuming risk. The portfolio is largely composed of growth stocks, which have the potential to provide significant returns but also present greater volatility.

Growth stocks involve risk and may not be appropriate for every investor. Past performance is not indicative of future results.

To find out what's in our Growth Portfolio, please check the box in our contact form.

Growth of Income Portfolio
This strategy is intended for investors seeking to generate consistent income, as well as moderate growth. The portfolio is comprised of dividend-paying stocks that tend to be less volatile.

Dividends will fluctuate and are not guaranteed. Past performance is not indicative of future results.

To find out what's in our Growth of Income Portfolio, please check the box in our contact form.

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5601 N. Classen Blvd., Suite 101 | Oklahoma City, OK 73118 | 405.608.5390 | Toll-Free: 888.608.5390 | Fax: 405.608.5399