Impacts of COVID-19
The health and safety of our clients, our employees, and our community are of paramount importance. Due to the ongoing impacts of COVID-19, our primary office location is currently operating by appointment only.
There will be no impact to the management of client accounts, nor your ability to communicate with us by phone, fax, or online during this time.
For clients who have sent (or are in the process of sending) paperwork or other written communication to our office through the mail, we are now collecting mail multiple times per week during off-peak hours to minimize contact with postal workers and other tenants in our office complex mailroom. Most paperwork can be exchanged electronically or by fax. Therefore, we are encouraging clients to use these methods when possible. For paperwork that cannot be signed electronically, we ask that you please contact us prior to sending to make arrangements for the prompt receipt of your mail or parcel.
Vista Investment Management intends to rely on the SEC's March 25, 2020 order under Section 206A of the Investment Advisers Act of 1940 granting exemptions from specified provisions of the Investment Advisers Act and certain rules thereunder related to filing of Form ADV and delivery of our Firm Brochure. Clients who receive electronic correspondence from our firm should have received our Firm Brochure and other annual disclosures on April 13. Clients who receive paper correspondence from our firm should have received our Firm Brochure and other annual disclosures, which were sent shortly thereafter, by the end of that week. A copy of our Form ADV Part 2A (Firm Brochure) and Part 2B (Firm Brochure Supplement) are available on this web site. There are no material changes to our Form ADV since its last annual amendment.
You can find other regulatory disclosures on this web site by clicking here.