Vista Total Market Equity, our firm’s most recognizable investment product, will be offered initially through a mutual trust that has been registered by U.S. Securities Exchange Commission. Technological advancements also permit for other economically feasible distribution channels, such as separately managed portfolios for large accounts. Another section of the plan reveals details about our investment product offerings. It’s important to note that we are very encouraged by a research paper that will be published in the Journal of Portfolio Management. This article supports the philosophy behind our primary product offering. Ennis Knupp was a prominent institutional investment consulting agency that published a study, « Failure at the Multiple-Specialist Strategy. The Case of Whole Stock Portfolios. » It stated that the problem with specialization in equity portfolio management is leading to sub-optimal portfolios.

VISTA INVESTORS will be structured as a partnership designed to capitalize on industry research performed by one of the founding entrepreneurs, Michael Douglas, during his professional career in investment management research. Last year alone, Mr. Douglas conducted research visits at the investment offices of over 30 firms. Douglas also held hundreds of meetings with investment professionals worldwide via telephone conference and in-person. Douglas’s team presents the business plan as a « start from scratch » outline of what an investment management company should look like in light of changes in technology, political, and social factors.

VISTAINVESTORS will offer high net wealth or angel#8221 investors the opportunity for minority ownership positions in trade for contributions to VISTAINVESTORS&#8217’ operational capital and for seed assets that will be used to establish the investment product described herein. This document does not provide any guarantees, financial or otherwise, and does not constitute an offer. There are many risks associated with VISTA INVESTORS&#8217’s business plan, beyond those listed in this document.

1.1 Objectives

VISTA INVESTORS exists to create value in the lives of owners, employees, investors and others by setting up an investment management organisation for the Third Generation. Merrill Lynch & Co., Inc., Barra Strategic Consulting Group defined the Third Generation of investors as a new phase in the industry that requires a particular set of skills for success. To create a strategy for the success and growth of VISTA INVESTORS, our team consulted this study, several other studies, and most importantly, personal experience.

1.2 Mission

All portfolios have the ability to execute buy and sell quickly and efficiently. To avoid any systematic advantage or disadvantage, an account can use a trading rotation if it is applicable. We would not allow any circumstances to force us to stray from our discipline.

1.3 Keys to Success

Performance is the most critical factor in investment management. Morningstar, a respected organization in the mutual fund industry, is our primary goal. Morningstar will only rate funds with a minimum three-year performance history.