Vista360, LLC

Vista360, LLC is an independent, employee-owned consulting firm serving a nationwide client base. Since 2002, Vista360 has provided investment advisers and funds with customized, practical regulatory compliance and business consulting advice. As experienced business owners and investment industry practitioners, it comes naturally to us to provide advice that complements your business as a whole, while digging deep into the details to support management’s achievement of its goals and project objectives. We use a strengths-based, team approach when working with clients; something we believe enhances our clients’ experience. We help people and organizations be their best. For more information about us, please visit our Welcome Message Page.

Our Team

Our team is a trusted resource for our clients and for one another. We bring a diversity of strengths and decades of experience as business practitioners to work for our clients.

Our Services

Vista360 provides practical, well-rounded consulting advice that works to enhance your current business practices, to help you make key business decisions or leverage the strengths of your existing team.

Our Process

At the core of our consulting model is the belief that it’s imperative to understand your business, its practices and its goals prior to being able to provide effective advice.

Our Clients

Our clients include leading institutional advisers, private fund advisers, wealth management firms and funds and other types of pooled investment vehicles.

Community Involvement

We helped develop, support and co-locate with Bloom360 Learning Community, a non-profit school for an amazing group of children in Southeastern Wisconsin with neuro-diverse needs.


See what we have to offer in our entrepreneurial environment with great opportunities for personal and professional growth.

What We Do

For more information about our services, please download our Capabilities Brochure.