In-House Asset Management


Our in-house team of dedicated portfolio managers provides in an attempt to asset management services with a conservative, balanced and proactive approach to maximize your returns while giving you a personalized level of service that cannot be achieved by outside brokerage firms. 

Products include
  • Stocks
  • Bonds
  • Mutual Funds
  • Money Markets
  • Annuities
  • Separately Managed Accounts


Portfolio Management Solutions

  •  Portfolios are uniquely designed for each individual.
  • Portfolio designs include a well-diversified investment selection.
  • Designs include a variety of investments of differing types, sectors, classes and styles.
  • Investment selections, offered through VIST Capital Management are reviewed by our Portfolio Management Team using fundamental analysis.
  • The Portfolio Team will monitor investments and recommend changes when necessary.

 

Custodian and Investment Statements

Portfolio assets will be held by a designated custodian, which may include the following:

  •  Pershing
  • Charles Schwab & Co, Inc.
  • The custodian will send detailed account statements at least quarterly.


Reports

We can prepare a Report quarterly, semi-annually or annually as desired by the client.

 

The Report may contain

  • Current Portfolio Valuations
  • Listing of all investments owned by the client within a portfolio
  • Realized Gains and Losses
  • Investment Analysis

 

For more information, please Contact Us, or call 1.800.775.5789.