BUENA VISTA INVESTMENT MANAGEMENT LLC

Overview

Buena Vista Investment Management LLC is a small, independent registered investment adviser organized as a limited liability company and run by individual ownership. The firm targets individuals and families, offering both comprehensive financial planning and discretionary portfolio management for individuals and small businesses. In practice they act as a capital allocator—placing client capital into third‑party strategies when appropriate—and they also provide insurance brokerage services alongside advisory work. Fee arrangements are flexible: the firm charges percentage‑of‑AUM fees as well as hourly and fixed fees, which allows them to tailor engagements to planning projects or ongoing portfolio oversight. Their stated investment preference leans toward fixed‑income allocations, but their public asset mix shows meaningful exposure to listed equities as a core sleeve. They are not an ESG‑oriented manager and do not present as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices