Uniting portfolios and financial plans to help generate successful outcomes
Managing clients’ investments to create an Evolved℠ Portfolio is a big part of our role as advisors. There is not a “perfect portfolio,” so we work to create an investments lineup that helps each individual client achieve their personal financial goals. Our client’s investment portfolios are fully integrated with their financial plans to help maximize the probability of success.
Our experienced financial professionals design a portfolio that strives to find the “efficient frontier,” which signifies the combination of investments that provides the most potential return for your personal risk level. A comprehensive process of due diligence, consistent monitoring and periodic rebalancing aids in helping your portfolio meet the objectives of your financial plan over time.
What is an Evolved℠ Portfolio?
Risk Aware
Striving for an efficient portfolio helps, but cannot guarantee, you get paid for the risks you are taking. Many non-Private Vista portfolios take more risk than they need to, so we work to eliminate unnecessary risks.
Evidence Based
We look at the actual evidence of what is working now to help build returns and reduce risks in different classes of investments. To keep up with the changing markets, we build Evolved℠ Portfolios with a fluid approach using index funds, ETFs, active management and non-traditional (alternative) investments.
Efficient
Lastly, our focus on low fees and tax efficiency are the final pieces to creating an Evolved℠ Portfolio. Questions? Contact us today and we’d be happy to talk with you.
Our Process
Private Vista is a planning-first wealth management practice. Every client relationship begins with the financial planning process to help us understand your needs. From start to finish could require three to four meetings over three months. This is not a 10-minute risk quiz.
Weʼll understand your risk tolerance, financial circumstances and historical relationship to investing before matching you to a portfolio. The depth of the interaction allows us to build a comfort that the recommendations we make are appropriate for your individual goals. Youʼll gain an understanding of why we suggest one portfolio over another, and we will help you make sense of whatʼs happening in the markets and what it means for you and your goals.
Weʼre not day traders, we also are not buy-and-hold traders. We are strategic investors based on market and economic conditions. We do adjust allocations and style of management over time to help ensure they fit your lifestyle, goals and needs. We have an investment team that works in conjugation with an institutional partner, Conway Investment Solutions.
Private Vistaʼs Investment Team
Private Vistaʼs investment team consists of 10 financial professionals. Our investment team works in conjunction with our institutional partner, Conway Investment Solutions to design our strategic client portfolios. Our team and Conway Investment Solutions determines how our client portfolios are spread across asset categories and monitors the cycles of the economy and other macroeconomic factors to determine how to allocate amongst the different asset classes.
This group meets regularly to select and monitor individual investments that fulfill the asset allocations theyʼve selected. The investment team also reviews a number of factors for selecting and monitoring investments; including performance and fund composition.
Jorge Alvarado
TRADER
Ben Audley
ADVISOR, CFP®
Greg Bogdan
SENIOR ADVISOR, CFP®
Colleen Dwyer
SENIOR ADVISOR, CFP®
Kurt Helmich
TRADER
Miles Johnson
ADVISOR, CFP®
Colleen Lopez
ADVISOR, CFP®
Mike McCabe
PARTNER, CFP®, CPC
Randy Porzel
PARTNER, CFP®, RICP®
