Vista Investment Management

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(412) 824-5940Call Visit WebsiteVisit Website Map & DirectionsDirections438 Radcliff DrPittsburgh, PA 15235 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Pittsburgh with Investment Advisory Service

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Monroeville (3 miles)
North Versailles (6 miles)
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West Mifflin (8 miles)
Verona (9 miles)
Mckeesport (10 miles)
Murrysville (10 miles)
Oakmont (11 miles)
Cheswick (13 miles)

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AKA

Vista Investment Management LLC

Other Links

http://vista-im.com

https://vista-im.com

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Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers

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Details

Phone: (412) 824-5940

Address: 438 Radcliff Dr, Pittsburgh, PA 15235

Website: http://vista-im.com

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Vista Investment Management

Tax Services

Investment Management
Fees for portfolio management services are assessed as a percentage of the account assets under management, calculated, invoiced and payable quarterly in arrears according to the following schedule...
Mutual Funds
The Brexit episode demonstrated the general inability to predict the direction of the market, and more specifically, the danger of panicking in reaction to dramatic news. While it’s easy to point to this episode as an example of irrational investor behavior, the research firm Dalbar has attempted to quantify the penalty investors pay for similar mistakes. Dalbar measured the performance of mutual fund investors by tracking monthly fund purchases, sales, redemptions, and transfers. For the 20-year period ending December 31, 2014, the average investor who invested in U.S. equity funds earned average annual returns of 5.2%. This compares to 9.9% for the S&P 500 Index for the same time period. The underperformance of fund investors can be attributed to a number of mostly psychological and emotional factors, including the tendency of investors to chase trends (buying high or selling low without regard to the underlying value of an investment), inaccurate assessment of risk, and trading in reaction to a news event.
Bonds
Wealth Management
Dylan Dunlop has been working in the investment field since graduating from Virginia Tech in 2016. He held multiple roles with Vanguard, where he started his career after graduation, including as an equity trading specialist. He has worked in the wealth management field for the past 6 years, starting at UBS as an analyst on a large team, and most recently with Merrill Lynch in a similar role. Dylan joined Vista Investment Management in August of 2023.

Accounting Services

Financial Planning
Asset Management
Prior to establishing Vista, John worked for 14 years for a regional investment firm where he held the positions of Research Analyst, Research Director and Senior Portfolio Manager. In addition, John served for three years on the firm’s Management Committee and four years on its Board of Directors. John headed the firm’s Asset Management division, from its inception in January 1994 until his departure. John also served on the Securities Industry Association (SIA) Investment Advisory Committee from 1997 to 2001.

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