Vista IM Profile Picture
  • Education University of Pittsburgh; Penn State University
  • Qualifications MBA, BS, CFA, CPA
  • Investment Experience Over 25 years experience
  • Founded 2002
  • Company Name Vista IM
  • Website http://vista-im.com
  • 438 Radcliff Drive
  • Pittsburgh
  • Pennsylvania
  • 15235
  • Company website.
  • Seeking Alpha Page
Manager Disclosure Document

Vista IM

Investment Adviser

Investment portfolio

Vista IM Core Holding

See full details
  • Strategy
    Stock selection
Sharpe ratio
-0.58

365 days

Manager performance
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-8.2%

365 days

Risk score

0.5% fee
$20,000 minimum


Vista IM Core Equity

See full details
  • Strategy
    ETF rotation
Sharpe ratio
-0.35

365 days

Manager performance
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-4.9%

365 days

Risk score

0.5% fee
$10,000 minimum


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.