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Vista Capital Partners Inc

EST. AUM
$3,220,683,655

CONTACTS
15

CLIENT ACCOUNTS
3,380

Firm Details

Metro area Portland, OR
CRD Number 114913
Website vistacp.com
Client types

Overview

Vista was founded in 2001 to solve a problem: people’s life savings are too often left to chance. Replacing market timing and stock picking with low-cost index funds and a long-term plan, the firm sought to eliminate chance from clients’ portfolios—and from their financial lives. Today, Vista uses thoughtful financial planning and portfolio construction to help give clients a clear path forward, the ability to make better decisions, and a higher probability of accomplishing what matters most. Only passive investors via DFA and Vanguard. Alex Canellopoulos is the point of contact.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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