As leaders and investment professionals, we have held senior roles at, just to name a few: Fiducient Advisors, Goldman Sachs, Morgan Stanley, Wells Fargo, and Bernstein. These experiences allowed us to manage portfolios for ultra high net worth families and their family offices, multi-billion-dollar endowments, foundations, pension funds, and individual families.
Having seen the industry from inside these renowned firms, we understand the value of expertise and specialization—but also the limits of bureaucracy-driven, “scalable” models that dilute service in the name of efficiency.
Today’s investment advisory industry is undergoing relentless consolidation. Mergers and acquisitions are fueling massive growth and creating mega-firms controlled by outside owners and financial sponsors. These deals almost always prioritize cost-cutting, standardization, and automation—delivering watered-down “scalable solutions” that boost profits for shareholders but leave true client needs behind. We believe clients should work directly with owners, senior leaders, and investment decision makers—not with organizations owned by outsiders whose priorities may differ from those they serve. That way, clients receive accountability and partnership from those who shape every outcome.
Listening, Building, Reimagining
It became clear to us: adding more products or scale is not a substitute for authentic, accountable service and tailored expertise. Vistamark was established for clients and institutions seeking more than “standard practice”—with transparency, innovation, and genuine partnership as core values.
Our Proprietary Solutions
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VistaBuilder™: VistaBuilder is our proprietary Portfolio Construction System honed over the past quarter of a century. This purpose-built engine powers multidimensional financial blueprints—helping individuals, boards, and committees model complex futures, identify impact, and focus on what matters most with actionable clarity every step of the way.
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VistaBalancer™: VistaBalancer is our proprietary portfolio rebalancing system designed to manage risk, mitigate taxes and expenses, and improve risk-adjusted performance. The platform brings institutional rigor—frequent stress tests, scenario modeling, and adaptive rebalancing—for families, endowments, foundations, and retirement pools alike.
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VistaWealth Office™: The VistaWealth Office™ is a proprietary network of seasoned professional partners dedicated to delivering expertise across tax management, trust and estate planning, executive benefits, insurance, philanthropy, and retirement solutions. Our mission is to align every investment strategy with our clients’ unique long-term goals and priorities. By making complex wealth management clear and accessible, we strive to bridge the gap between financial security and lifestyle—bringing greater meaning and clarity to each client’s financial journey.
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We also serve as outsourced Chief Investment Officers (OCIO) for RIA and Bank Trust Departments. This role empowers these organizations with institutional-grade portfolio construction, research, manager due diligence, and ongoing investment oversight at a fraction of the cost and complexity of a full in-house CIO. Our OCIO service allows advisors and trust departments to deliver best-in-class investment solutions, regulatory support, and scalability for their clients without sacrificing customization or control.
Serving Institutions and Plan Sponsors
Our commitment is broad and deep:
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We provide advanced OCIO and advisory services to endowments and foundations, acting as thought partners to investment committees and boards seeking long-term impact.
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We support retirement plan sponsors with comprehensive policy guidance, manager oversight, and board governance—helping them navigate a rapidly evolving fiduciary landscape.
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We partner with financial institutions, RIAs, and bank trust departments—often as OCIOs—to deliver flexible, institutional-quality research, allocation, and consulting, all underpinned by the same proprietary tools we use for our families and foundations.
Setting a Higher Standard
We never wanted to do things the old way just because they were comfortable. We wanted to raise the bar—with transparency, service, and stewardship at our core. At Vistamark, we invest in innovation not for its own sake, but because our clients—ultra high net worth families and their family offices, endowments, foundations, pension funds, families, retirement sponsors, and fellow advisors—deserve solutions built for their futures.
We look forward to being your trusted partner on every step of your financial journey.
Warm regards,
Matthew Rice, CFA, CAIA
Sean McEvilly, CFA
William Seyfarth
Vistamark Investments LLC
