Education
University of Pittsburgh; Penn State University

Qualifications
MBA, BS, CFA, CPA

Investment Experience
Over 36 years experience

Founded
2002

Company Name
Vista IM

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

Vista IM

Vista Investment Management is a registered investment adviser that manages assets primarily for high net worth individuals. As of June 2017, it has about $100 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).

Investment process

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.

Company background

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 36 years of experience in the investment and financial management fields.

Investment portfolios

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
1.40 365 days
Performance
15.0% 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
1.59 365 days
Performance
15.3% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

Portfolio commentary

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Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management 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 IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.