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Vista Investment Management, LLC

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Client assets under management

$282,812,893

Clients

180

43% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

45

Typical

Average account size

$1,571,183

About

Vista Investment Management provides discretionary investment management to individuals (including high net worth clients), trusts, estates, retirement-plan participants, businesses, and charitable organizations, and also performs pension consulting for a single plan client. As of March 27, 2026 the firm manages about $324 million in client assets, with roughly $319 million managed on a discretionary basis and a small portion managed non‑discretionarily.

The firm uses a documented onboarding process (Client Questionnaire and Investment Policy) to set objectives and risk tolerance and pursues a fundamental, value‑oriented equity strategy combined with broad diversification and ongoing rebalancing. Vista may employ mutual funds, ETFs, bonds, derivatives and—when appropriate—inverse or leveraged ETFs to adjust asset allocation or address tax consequences; the brochure states these tools are used in a non‑speculative, allocation‑adjustment context.

Compared with many peer teams, Vista does not offer standalone financial planning services and instead focuses on portfolio management and limited pension consulting, which is an uncommon service mix for firms of this size. The firm is employee‑owned, maintains a typical relationship minimum of $1 million (negotiable), handles a relatively small number of portfolios per portfolio manager, generally does not vote proxies on clients’ behalf, and discloses a preference for Charles Schwab as custodian while not using client brokerage for soft‑dollar research.

Client services

Portfolio management Pension consulting

Expertise

Passive / index investing Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $500,000: 1.00% per year $500,001 - $2,000,000: 0.75% per year $2,000,001+: 0.50% per year

Other

Account minimum: $1,000,000 Fee-only: Fees are negotiable, based on percentage of assets under management as per tier schedule.

Main office location

Vista Investment Management, LLC

400 Penn Center Blvd., Suite 555

Pittsburgh PA 15235-5610, United States

Number of offices

1

Most active in

California · Florida · North Carolina · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew V

Series 65

Pittsburgh, PA

Vista Investment Management, LLC

Matthew Viverette is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, with 11 years of industry experience. He holds a Series 65 designation and has been with Vista since 2014. Vista provides discretionary investment management to individuals, trusts and estates, businesses, and retirement plan participants, with a focus on fundamental, value-oriented security selection and broad diversification. The firm also offers limited pension consulting services and uses derivative instruments and exchange-traded strategies primarily for tactical allocation and tax management.

Passive / index investing Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Lawrence E

Series 65

Pittsburgh, PA

Vista Investment Management, LLC

Lawrence Eakin is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, with 12 years of industry experience. He holds the Series 65 designation and has worked at Vista since 2018, following four years at Guyasuta Investment Advisors, Inc. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, businesses, and retirement plan participants, along with limited pension consulting. The firm emphasizes fundamental, value-oriented security selection and broad diversification, using internal research and tactical allocation tools such as derivatives and exchange-traded strategies.

Passive / index investing Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Dylan D

Series 63, Series 66

Pittsburgh, PA

Vista Investment Management, LLC

Dylan Dunlop is a financial advisor at Vista Investment Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch, UBS Financial Services, and The Vanguard Group. Outside of his advisory role, he also works part-time as a driver for Uber Technologies, Inc. Vista Investment Management provides discretionary investment management to individuals, trusts, estates, businesses, and retirement plan participants, focusing on fundamental, value-oriented security selection and broad diversification with ongoing rebalancing. The firm also offers limited pension consulting services and employs derivatives and exchange-traded strategies for tactical allocation and tax management.

Passive / index investing Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

John F

CFA®, Series 63, Series 65

Pittsburgh, PA

Vista Investment Management, LLC

John Frankola is a CFA® charterholder with 36 years of industry experience, currently serving at Vista Investment Management, LLC since 2002. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Vista Investment Management, LLC provides discretionary investment management to individuals, trusts, estates, businesses, and retirement plan participants, with a focus on fundamental, value-oriented security selection and broad diversification. The firm distinguishes itself through its documented use of derivatives and exchange-traded strategies for tactical allocation and limited pension consulting services.

Passive / index investing Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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