Investment Consulting Business Plan

Investment Consulting Business Plan

Vista Total Market Equity will be our firm’s signature investment product. It will initially be offered through a mutual funds that has been registered with the U.S. Securities Exchange Commission. Technological advances also allow for economically viable distribution channels such as separate managed portfolios for large accounts. You can find more information about our specific investment product offerings in a separate section of this plan. However, it’s worth stating up front that we are extremely encouraged by a research piece to be published in the Journal of Portfolio Management, that supports the philosophy behind our primary product offering. Ennis Knupp, an elite institution investment consulting firm published a study entitled, ‘Failure Of The Multiple-Specialist Strategy. Case for Whole Stock portfolios.’

VISTA INVESTORS is a partnership that will capitalize on the industry research conducted by Michael Douglas during his investment management research career. Douglas has conducted over 30 research visits at investment offices during the past year. Douglas also held hundreds of meetings with investment professionals worldwide via telephone conference and in-person. Douglas’s business plan is a blueprint for what a successful investment management firm should look like, as the industry changes due to technological, political and other influences.

VISTA INVESTORS will offer high net worth or “angel” investors opportunity to assume minority ownership positions in exchange for contributions to VISTA INVESTORS’ operating capital and for providing seed assets to establish the investment products described herein. This document by itself does not constitute an offer or guarantee of any kind. The risks associated with the VISTA INVESTORS’#8217 business plan are not just those described in this document.

1.1 Objectives

VISTA INVESTORS’ purpose is to create value for investors, employees and owners by creating an investment management company for the Third Generation. Merrill Lynch & Co., Inc., Barra Strategic Consulting Group define the Third Generation as a phase within the investment industry that requires a specific set of abilities for success. To create a strategy for the success and growth of VISTA INVESTORS, our team consulted this study, several other studies, and most importantly, personal experience.

1.2 Mission

All portfolios can be executed quickly and efficiently with buy and sell decisions. To avoid any systematic advantage or disadvantage, an account can use a trading rotation if it is applicable. Our discipline is our only exception.

Success Keys 1.3

Performance is the most critical factor in investment management. Morningstar is an organization that is well-known by institutional and individual investors for its marks of accreditation within the mutual fund industry. It is one of our primary goals. Morningstar will only rate funds with a minimum three-year performance history.

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