Mountain Vista offers investment management services to its clients. We create diversified portfolios, across a number of asset classes, which are tailored to the individual goals and risk profile of each client.
We employ a tactical asset allocation approach to portfolio management. This approach involves constructing target asset class allocations across equities, fixed income, and commodities. Within each broad asset class, we will diversify by geography, credit quality, and style. Based upon macroeconomic conditions, relative valuations, technical analysis, or a client’s unique goals and circumstances, we may overweight, underweight, or all together avoid an asset class, sub-asset class, or individual security to improve the risk-return profile of the portfolio.
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