Education
University of Pittsburgh; Penn State University

Qualifications
MBA, BS, CFA, CPA

Investment Experience
Over 25 years experience

Founded
2002

Company Name
Vista IM

  • Address
  • 438 Radcliff Drive
  • Pittsburgh
  • Pennsylvania
  • 15235

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Investment portfolio

This portfolio’s primary objective is growth of capital with a moderate level of risk. The portfolio is highly diversified and has exposure to virtually all major equity sectors.

Strategy
ETFs / Funds
Sharpe ratio
1.65 365 days
Performance
20.9% 365 days
Risk score
Fees
  • 0.5% fee
  • $10,000 min

Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.

Strategy
Stocks
Sharpe ratio
1.77 365 days
Performance
21.0% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

Portfolio commentary

  1. Profile Picture Be wary of Trumphoria January 20, 2017

    Investors may be leaning over the tip of their skis about Trump

  2. Profile Picture In search of earnings growth May 18, 2016
  3. Profile Picture US stock valuations improve amid market turmoil October 19, 2015
  4. Profile Picture Rates, earnings shape stock market contours July 27, 2015
  5. Profile Picture The stock market's Fed dependency problem April 22, 2015
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Important Information

1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.