Skip to content
Service with a purpose

Portfolio Management

Introducing the Power of Personalized Investing
shaking hands - vertical-01

We believe in the power of taking that extra step to personalize your portfolio.

It's not just jargon; it's about tailoring your investments to align with your unique goals. From growth strategies to income generation, our wide range of investment options reflects the diverse needs of people like you.

Research shows that, in the long run, how your investments are allocated plays a crucial role in determining the overall performance of your diversified portfolio.* That's why Vista follows what we call dynamic asset allocation. As the economic landscape changes, we adapt to ensure our clients' needs are met.

Let's break it down starting with risk. We strike a balance by blending fixed investments (lower risk, steady growth) and growth investments (higher risk, higher growth) to determine the risk level of your portfolio.

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

We believe in a balanced approach.

Furthermore, the breakdown of growth investments can impact the risk level. Our balanced approach includes a mix of:

Large-Cap Value

Large-Cap Growth

Mid-Cap Value

Mid-Cap Growth

Small-Cap Value

Small-Cap Growth

International Value

International Growth


Investing involves risk, and losses are possible. Asset allocation does not guarantee profits or protect against losses. International investing carries additional risks, including currency fluctuations, different accounting standards, and potential political and economic volatility. Investing in small- and mid-cap stocks generally involves greater risks and may not be suitable for all investors.

At Vista, we believe in embracing change for  the better.

We channel our efforts into six distinct portfolio strategies, including two equity-focused options: the Investing For Growth and Growth of Income portfolios.

We're here to empower you with personalized investing strategies that align with your goals.

Please note: Growth stocks carry risks and may not be suitable for all investors. Past performance does not guarantee future results. Dividends are subject to fluctuations and not guaranteed

WY - Cottonwood Creek Blog-1

Investing for Growth

This strategy is designed for those seeking capital appreciation and who are comfortable with assuming risk. Growth stocks, although more volatile, offer the potential for higher returns. It's one of our longstanding strategies, managing since 1994.

Growth of Income

Created in 2008, this portfolio caters to investors aiming for consistent income generation with moderate growth. It consists of dividend-paying stocks known for their stability and reduced volatility.

Start Your Success Today.

Interested in working together? We'd love to hear from you!