Slide

Vista of Insight

Elite  Investment  Advisors

Mark of Excellence

Vistamark Invtestments logo
Slide

Vista of Insight

Elite  Investment  Advisors

Mark of Excellence

Vistamark Invtestments logo
vistamark favicon
 

About Us

Tab Title

Welcome to Vistamark Investments—where world-class investment insight is paired with exceptional, personalized service.

At Vistamark, we believe you deserve more from your investment advisor. Drawing on decades of Chief Investment Officer experience overseeing hundreds of billions for private clients, family offices, and institutions, our leadership has seen firsthand the shortcomings of traditional investment and client service models. That’s why we founded Vistamark: to set a new benchmark in the industry. Your goals are at the heart of our disciplined process, which is driven by deep market knowledge, complete transparency, and a commitment to truly individualized care.

We are the Expert’s Expert

Our investment philosophy is grounded in a disciplined approach that fuses rigorous quantitative analysis, insight across public and private markets, and decades of experience. For over 25 years, our leadership has refined our proprietary tools—VistaBuilder™ for portfolio construction and VistaBalancer™ for intelligent rebalancing—to deliver exceptional value for our clients. We believe that outstanding returns stem from unwavering commitment to rigorous research and sourcing, disciplined practices, innovative thinking, and flawless execution.

At Vistamark, we are guided by a bold vision: to redefine the future of asset management and wealth management through the fusion of unrivaled expertise and relentless innovation.

For nearly three decades, our leadership has been entrusted with managing portfolios for a diverse range of clients—including leading institutions, ultra-high-net-worth families, endowments, nonprofits, and retirement plans. Throughout our journey, we have remained steadfast in our commitment to excellence, integrity, and raising the bar for what clients can expect from their investment partners.

Building Enduring Prosperity

vistamark favicon
 

Vistamark Core Services

Private Wealth & Family Offices

We deliver premier investment advisory, portfolio management, and financial planning services for private wealth clients and family offices. Through integrated asset allocation, rigorous manager sourcing and selection, disciplined risk management, and deep expertise in alternative investments—including private equity, real estate, and hedge funds—we craft tailored strategies designed to achieve your financial objectives and strengthen long-term diversification.

Nonprofits, Endowments & Foundations

We partner with nonprofits, endowments, and foundations to deliver tailored investment advisory services that thoughtfully align your portfolio strategy with your organization’s mission. Drawing on our expertise in asset allocation, manager selection, portfolio construction, and risk management, we help position your resources for long-term success. Our approach empowers your organization to achieve its goals with clarity and confidence, while maximizing the impact you strive to make.

Defined Contribution Plan Consulting

We partner with plan sponsors to deliver comprehensive defined contribution and 401(k) investment advisory services, offered on a 3(21) or 3(38) fiduciary basis. Drawing on deep expertise, we focus on optimizing plan performance and participant outcomes. Our services cover plan analysis, investment menu design, provider benchmarking, fiduciary oversight, and participant education—helping ensure your retirement plan stays aligned with organizational goal.

Defined Benefit Pension Plan Consulting

We partner with plan sponsors and actuaries to provide comprehensive investment management and consulting services for defined benefit plans. Leveraging deep expertise in asset-liability modeling, manager selection, risk mitigation, and strategic planning, we aim to enhance your plan’s risk-adjusted performance.

Outsourced Chief Investment Officer Solutions

Vistamark provides outsourced investment expertise and tailored solutions for RIA firms, bank trust departments, and financial institutions. We strengthen your investment platform, empowering you to deliver superior value and results to your clients.

Financial & Investment Experts icon

Advisory Services Backed by Experience & Networks

Whether you need specialized guidance for M&A or expert insights to support complex legal and business matters, select a partner who aligns with your objectives, provides clear and credible analysis, and leverages extensive industry experience. We also draw on our private equity and family office networks to help advance your strategic objectives and protect your interests.

vistamark favicon
 

Why Vistamark?

Tab Title

With decades of experience leading multibillion-dollar organizations and high-net-worth families—overseeing over $260 billion in assets—our senior professionals deliver trusted, institutional-grade expertise.  MORE

Our proprietary VistaBuilder™ and VistaBalancer™ systems are designed to proactively manage risk, reduce expenses, and enhance performance.

We craft customized planning and investment solutions tailored to your unique objectives, goals, evolving needs, and risk profile —deliberately steering clear of generic, one-size-fits-all approaches.

We craft customized planning and investment solutions tailored to your unique objectives, goals, evolving needs, and risk profile —deliberately steering clear of generic, one-size-fits-all approaches.

MORE REASONS CONTACT US

Fiduciary Duty   |   Independent, Proactive   |   Deep Experience   |   Client‑Centered

vistamark favicon
 

Our Process

At Vistamark, you’ll discover the sophistication of a global investment office, delivered with the attentive care of a boutique firm. Let us redefine your expectations of an advisor.

Your financial journey deserves nothing less. Ready to experience the Vistamark difference? Let’s start a conversation.

Free Consultation

Our initial meeting is completely free and comes with no obligation. It’s your chance to share your financial goals and see if Vistamark is the right partner for you. We’ll focus on understanding your needs so we can tailor our approach to your unique situation.

Information Gathering

Next, we’ll collect detailed information to ensure we fully understand your circumstances. This allows us to craft a highly personalized set of recommendations just for you.

Proposal & Agreement

We’ll present a tailored proposal outlining our recommended strategies and services. If you’re ready to move forward, we’ll review and finalize the agreement together.

Execute

Once the agreement is in place, we’ll put your customized plan into action—implementing your portfolios and strategies to help you achieve your financial goals.

vistamark favicon
 

Our Leadership

Matthew Rice, CFA, CAIA

Matthew Rice, CFA, CAIA

MANAGING PARTNER, Chief Investment Officer

Matthew Rice is the Founder and Chief Investment Officer of Vistamark Investments LLC. A distinguished investment industry leader, he brings nearly three decades of experience guiding private clients, family offices, and institutional investors. As Founder of Vistamark Investments, Matthew is known for his strategic vision, innovative portfolio construction, and unwavering dedication to client success.

Matthew also serves as Chief Investment Officer for First Business Bank, where he oversees $3.5 billion in client assets, and as Chief Investment Officer of Goldstone Financial Group, directing the investment strategy for an additional $1.0 billion. Previously, he was Managing Partner and Chief Investment Officer at Fiducient Advisors, where he helped grow the firm from a startup into a leading national consultancy with $260 billion in assets under management at the time of his exit. During his tenure, Fiducient earned recognition as the #1 institutional investment consulting team in the nation by Barron’s in 2020.

 MORE

Contact Matthew

Sean McEvilly, CFA

Managing Partner

Sean McEvilly, CFA, is a Managing Partner and Founder of Vistamark Investments, with extensive expertise spanning both traditional and alternative asset classes. He specializes in private markets research and leads the firm’s efforts in manager sourcing, due diligence, and portfolio design—identifying opportunities in private equity, private credit, and other less efficient markets with the goal of delivering superior outcomes for clients.

Sean earned a Bachelor’s degree in Economics from Northwestern University and a Master’s in Management Studies from Northwestern’s Kellogg School of Management. He later founded Crescent Capital and held leadership positions at Morgan Stanley Private Wealth Management, where he oversaw institutional portfolios exceeding $2.5 billion in assets. His long-standing collaboration with Matt Rice began in 2010 during his time at Northwestern, when Sean was mentored while interning at DiMeo Schneider & Associates. Their shared investment philosophy and complementary perspectives formed the foundation of a professional relationship that has continued to influence both of their careers.

Beyond his leadership at Vistamark, Sean serves as a Professor of Finance at Grand Canyon University, where he mentors aspiring finance professionals and shares his specialized insights into private markets investing.

Contact Sean

Sean McEvilly

William Seyfarth

Managing Partner

William Seyfarth is Managing Partner of the VistaWealth Office™ at Vistamark Investments, where he leads a centralized team focused on delivering integrated wealth planning and advisory services to corporate executives, business owners, family offices, and charitable institutions. Recognized for building enduring client partnerships, Bill brings more than a decade of advisory experience working with ultra-high-net-worth individuals at firms such as Goldman Sachs, AllianceBernstein and Dimensional Fund Advisors where he developed a strong track record navigating complex financial landscapes and delivering client-focused solutions.


Bill earned his Bachelor’s degree in Economics from Northwestern University and an MBA with a concentration in Finance from the University of Kansas. He is active in the community, currently serving on the Board of Directors for Team Pulte and as an Auxiliary Board Member for The Leukemia Research Foundation, in addition to volunteering with Misericordia and Bernie’s Book Bank.

Rooted in a family of business owners, Bill values relationships and family above all else, principles that guide his approach as both an advisor and community leader. Outside the office, he is an avid golfer and traveler, and enjoys spending time with his wife, Maddy, whom he married in October 2024. They recently settled in Clarendon Hills, IL.

Contact Bill

Susan Town

Manager of Administration

Susan Town is a Manager of Administration at Vistamark Investments LLC, where she brings over 25 years of experience in administrative leadership to the firm. A proud graduate of Oklahoma State University, Susan is instrumental in overseeing account administration and internal processes. Her expertise ensures organizational efficiency and smooth client onboarding. Susan’s professionalism, attention to detail, and commitment to excellence make her a key resource of Vistamark Investments.

Contact Susan

Deborah Kay

MANAGER OF FINANCE

Deborah serves as Manager of Finance at Vistamark, advising the firm’s partners on financial operations. With over 30 years of industry experience, she brings deep expertise in business, tax, and financial consulting to her role.

Deborah holds a BS in accounting and finance from California State University, Fullerton, and is a Certified Public Accountant. She began her career as a senior accountant at Deloitte & Touche, LLP and later managed middle-market and privately held company accounts at Squar & Clarke. Her background includes comprehensive estate, tax, and financial planning, business transactions, real estate strategies, and trust administration.

Deborah is committed to supporting the firm’s growth and client service. Outside of work, she enjoys volunteering with her family and spending time reading, biking, and doing water aerobics.

Contact Deborah

Phone: 312-895-3001

Where Investment Expertise Meets Innovation