Vista Capital Partners, Inc.
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 114913
- Registered since
- August 31, 2001
- Website
- vistacp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.5%
- Individuals24%
- Charitable Organizations3.14%
- Corporations / Businesses2.86%
- Pension & Profit Sharing Plans0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vista Capital Partners, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 2001. The firm is owned by an individual and charges clients on a percentage-of-AUM basis. Its client mix includes individuals and families as well as institutional clients. Core advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. Vista does not present itself as a dedicated capital allocator and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- US Government Bonds10%
- Other6%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
3 of 6
John Convery
Chief Operating Officer & PartnerCRD 2754691
Robert Greenman
Chief Growth OfficerCRD 4969019
Lindsey Williams
Partner & Chief Client OfficerCRD 3135124
Contacts
3 of 20
Nathan Sheppard
Client Service AssociateCRD 7996296
Patrick Yazhari
Senior AdvisorCRD 6341416
Brian Murphy
AdvisorCRD 5576490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$1B in ETFs
97%
$1B
3%
$31.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $422M | 1,140,030 | 40.71% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 9755 Sw Barnes Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Deschutes Investment Consulting, LLC
RIAPortland, OR
Multnomah Group, Inc.
RIAPortland, OR
Phillips And Company Advisors LLC
RIAPortland, OR
Variant Investments
RIAPortland, OR
Sellwood Investment Partners LLC
RIAPortland, OR
TPG Financial Advisors, LLC
RIAPortland, OR