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Investment Adviser - Vista Investment Management is a registered investment adviser that manages assets primarily for high net worth individuals. As of February 2015, it has about $83 million of assets under management. Vista's founder, John Frankola, has 36 years of experience in the investment and financial management fields. Prior to establishing Vista, John held the positions of Research Director and Senior Portfolio Manager at a regional investment firm. In addition, he served on the Firm’s Board of Directors. John holds a MBA from the University of Pittsburgh and BS in Accounting from Pennsylvania State University. He is a CFA charterholder and a CPA (inactive).
Vista Investment Management employs a Core Equity investment strategy. The portfolio is highly diversified and has exposure to virtually all major equity sectors. Market timing does not play a significant role in Vista's investment process.
Vista Investment Management was established in 2002. It provides investment management services primarily to high net worth individuals and families. Vista's founder, John Frankola, has 33 years of experience in the investment and financial management fields.
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.