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 Philosophy
Professionals
Research
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The
Vista Program Utilizing
innovative asset allocation strategies first
developed in 1975, Victoria Capital Management
provides
custom-structured diversified portfolios to
meet the long-term return objectives of
retirement investors.
The Vista Program provides investors with
several investment options using strategic
blends of bond, domestic equity and foreign equity iShares.
Our investment philosophy for the Vista
Program is based on studies that
suggest that the most important factor
affecting portfolio performance is how assets
are allocated. Portfolios are designed to
optimize asset allocation, style and fund
selection. Each portfolio is designed to meet
a particular return/risk profile from
preservation of capital to aggressive
long-term growth.
Annual Advisory Fees
| Up to $1,000,000 |
1.25% |
| Greater than $1,000,000 |
negotiable |
A wise strategy is to work with a financial
professional to develop a sound asset
allocation plan and follow that plan
closely. The professionals at Victoria
Capital Management have
been selecting the right asset classes for our
clients since 1994.
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