Vistamark Investments

Overview

Vistamark Investments is an independent, privately owned registered investment adviser organized as an LLC that serves both individual/family and institutional clients. Its advisory work centers on discretionary portfolio management for individuals and small businesses and includes pension consulting services. The firm charges a mix of percentage-of-assets and fixed fees and sources investment strategies from external managers rather than operating as an in-house capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives