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

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
1.17 365 days
Performance
19.4% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

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
1.03 365 days
Performance
16.9% 365 days
Risk score
Fees
  • 0.5% fee
  • $10,000 min

Portfolio commentary


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.