Since 2002, Vista360, LLC has served more than 100 clients across the country. Our clients include leading institutional advisers, private fund advisers, wealth management firms and funds and other types of pooled investment vehicles (including registered mutual funds, closed-end funds, BDCs and various types of privately offered funds). Our projects often lead directly to management’s enhanced understanding of gaps between its organization’s goals and current practices, increased team efficiency, enhanced team effectiveness and a more effective use of firm resources. Our clients find they fare well when their businesses and programs are scrutinized by regulators and institutional due diligence teams.

Representative clients include:

• Bridgeway Capital Management
• Bridgeway Funds
• Cleary Gull Advisors
• Ellenbecker Investment Group
• Gateway Investment Advisors
• Indie Asset Partners, LLC
• Invesco Senior Secured Management
• Kovitz Investment Group, LLC
• Madison Capital Funding, LLC
• Mairs and Power, Inc.
• Mairs and Power Mutual Funds
• Nuveen Investments, Inc.
• Oarsman Capital, Inc.
• Red Cedar Investment Management, LLC
• RMB Capital Management, LLC
• RMB Investors Trust
• Sage Advisory Services, Ltd. Co.
• Spectrum Investment Advisors, Inc.
• The 4100 Group, Inc.