A Different Kind Of Investment Firm.Built On A Different Kind of Investment Philosophy.

It all started when we realized money doesn’t change everything. People change everything.

That is why we built an investment firm that’s just as focused on people as it is on portfolios.

Since 1984, our firm has shaped its mission around a single focus: to provide financial guidance and active investment management that allows clients to spend more time enjoying their wealth and less time supervising it.


Today, that mission defines who we are as a company and what sets us apart from the rest. It’s not our size, it’s not the number of locations worldwide; it’s something refreshingly simple: relationships.

Because in a business centered on people and their money, trust is the most valuable currency we have.

Vista continues to operate under advised CDC guidelines.

Oklahoma City office:  As we continue to social distance on behalf of clients - we will be taking appropriate precautions by scheduling phone and Zoom calls only until further notice.  Olivia is reaching out to schedule appointments and we encourage you to call if you need anything at all.

Indiana office:  We will continue to social distance on behalf of clients - which means we will be taking appropriate precautions for in-office appointments, but will also continue with phone and Zoom calls until further notice.  Each appointment location will be decided based on the well-being of our clients.

Thank you for your continued well wishes and we hope you are staying safe and healthy.