GREEN VISTA ASSET MANAGEMENT LLC

Overview

Green Vista Asset Management LLC is an independent SEC-registered investment adviser formed as an LLC in 2018 that serves both individual/family and institutional clients. The firm positions itself as a capital allocator and adviser-of-advisers: it combines direct portfolio management for individuals, small businesses and institutions with the selection and oversight of third-party managers. Its advisory services include comprehensive financial planning and discretionary portfolio management, and the firm charges both a percentage-of-AUM fee and hourly consulting fees. Investment activity shows a clear tilt toward publicly traded equities and exchange-traded funds as the primary building blocks of client portfolios, with a meaningful allocation to alternative investments through external managers. Green Vista reports that it is not an active ESG investor and that it maintains discretionary authority over the assets it manages, which supports a hands-on implementation style for client accounts that require ongoing rebalancing and tactical adjustments.

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Public Holdings

Investments & Alternatives

Location & Offices