Vista Capital Partners

We’re proud to be included in the Portland Business Journal's “Wealth Edition” as one of the top Wealth Management Firms in Portland & S.W. Washington.

Plus, our CEO Dougal Williams, CFA shares why independence still matters and a reminder that as consolidation sweeps the wealth management industry, Vista Capital Partners remains proudly independent, 100% employee-owned, and rooted in Oregon for 25 years. 🌲

Independence means we put clients first—always!

Read more in the Portland Business Journal https://www.bizjournals.com/portland/digital-edition/issue/43641

We’re honored to share that Vista Capital Partners has been named one of the Best Places to Work by the Portland Business Journal!

This recognition is a reflection of our incredible team and the supportive, collaborative culture they’ve built together. At Vista, we believe that when our people thrive, our clients thrive too.

Thank you to our amazing employees—you’re what makes Vista such a special place to work! 💙

Think the predictability of individual bonds always wins? Think again.

In our latest post, Rob Greenman, CFP®, debunks the “principal at maturity” myth and explains why bond funds, with their diversified holdings, transparent costs, and professional management, often deliver more value than individual bond ladders. He shows how economies of scale and better risk management can make a real difference, and why comfort can be costly if it comes at the expense of sound economics.

Curious why bond funds may outshine individual bonds even when rates rise? Click below to get the full story.

The case for bond funds over individual bonds: https://vistacp.com/blog/the-case-for-bond-funds-over-individual-bonds/