
Core Holding
Managed by Vista IM

All performance information on this page is based on the performance of the Portfolio Manager’s account. Client performance may differ. This information was calculated on February 19, 2019.
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).
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 36 years of experience in the investment and financial management fields.
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