WEALTH MANAGEMENT EVOLVED

General Disclosures

Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.

Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content nor the products of these linked websites.

Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password-protected areas are responsible for any use of their password and for maintaining its confidentiality.

Additional information, including management fees and expenses, is provided on our Form ADV Part 2. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. The investment return and principal value of an investment will fluctuate so that an investor’s portfolio may be worth more or less than its original cost at any given time. The underlying holdings of any presented portfolio are not federally or FDIC-insured and are not deposits or obligations of, or guaranteed by, any financial institution. Past performance is not a guarantee of future results.

Client Stories

Our Private Vista stories, are based upon a composite of real client stories, each of which had a particular set of goals and objectives. The services described in these stories may differ from services provided to other clients, and the results achieved may not be similar, as every client’s goals and objectives are unique.

Award Disclosures

Forbes Best-in-State Wealth Advisor Award
The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Forbes does not receive a fee in exchange for rankings. This rating should not be construed as an endorsement of the adviser by any client nor is it representative of any one client’s evaluation.

Additional information, including management fees and expenses, is provided on Private Vista’s Form ADV Part 2. Past performance is not a guarantee of future results.

Financial Times Top Financial Advisers
Private Vista was recently named by The Financial Times as one of the Top 300 Registered Investment Advisors in the United States for 2018. The Financial Times 300 Top Registered Investment Advisors is an independent listing produced annually by the Financial Times (June 2018). The FY300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This awards does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Additional information, including management fees and expenses, is provided on Private Vista’s Form ADV Part 2.

InvestmentNews Best Places to Work
The Best Places to Work for Financial Advisers is awarded by InvestmentNews. This award is designed to recognize financial advisory firms that empower employees to grow professionally and provide clients with the best possible investment and financial planning advice. To be eligible for this award, the Firm had to meet the following requirements:

1. Be a registered investment advisors (RIA) or affiliated with an independent broker-dealer (IBD);
2. Be in business for a minimum of one year; and
3. Have a minimum of 15 full-time employees

The research process included online surveys from both employers and employees, which was strongly driven by questions surrounding the Firm’s human resources practices and policies.

No clients were surveyed as a result of the research process. Results were not based on any client experiences. This award should not be construed as an endorsement of the adviser.

Additional information, including management fees and expenses, is provided on Private Vista’s Form ADV Part 2.