The people at Vista have advised family and public foundations for many years. More importantly, they’re active in a number of them, which means that they have a real-world understanding of the joys and challenges that come from their work.

At Vista, we’re committed to understanding the missions and goals of our clients. We work to enhance the finances of our clients through education and service. Our processes are well established, and our portfolios utilize academically sound low-cost investment vehicles that boards can easily adopt and confidently discuss with donors. We consider ourselves extensions of our clients’ boards, assisting them with fund raising and participating in other important meetings.

In addition to directly working with foundations and endowments, we are regular participants in the Round Table Series for Nonprofit Organizations in the Bay Area. Our people are also heavily involved in local nonprofits, including board and fund raising positions. Additionally, we support our community for one day each year when we close our office and volunteer as a group for a specific project at a local nonprofit.