Institutional consulting services Guidance in a complex world

“We believe in building long-term relationships and will work with you and your team to help provide a strong, competitive retirement plan to your participants.”

— Jon Levine

At Vista Group, we understand the unique challenges mission-based organizations face and we focus on delivering customized advice to help them make informed decisions about their investment goals.

We work closely with investment committees and trustees on their unique fiduciary responsibilities and investment needs. Jon Levine, is the only UBS Institutional Consultant in the state of Oregon and one of only 125 nationwide. He and his the team believe in building collaborative, long-term relationships with our institutional clients, providing hands-on guidance for:

  • Investment planning. We assess your current situation, discover your risk/reward profile, and make recommendations. We will assist you in developing an Investment Policy Statement (IPS) that we will periodically review with you and consider mission-oriented investment constraints.
  • Asset allocation. We will assist you in developing an overall portfolio design using UBS intellectual capital, economic forecasts and portfolio modeling. We will implement a strategic asset allocation, tactical positioning and rebalancing strategy based on the philosophy of your organization.
  • Investment manager search. Choosing investment solutions that align with your investment philosophy and financial goals is important to your success. We identify and monitor managers with the investment philosophy, risk management and style adherence to better meet the needs of your organization.
  • Portfolio review and evaluation. We will continue to assess the performance of your portfolio, share information on global and domestic outlooks as well as capital market trends, and educate your fiduciaries on current market trends to help them make more informed decisions.

Retirement plan sponsorship

Making your plan stronger

With today’s longer life expectancies, greater employee responsibility for retirement savings and increased governance demands placed on fiduciaries, businesses need advice from professionals who truly understand the evolving retirement industry.

At Vista Group, we have the experience and resources to help your business address plan objectives as well as the goals and needs of your employees. We make informed recommendations about optimizing design, provisions, budgets, regulatory compliance and recordkeeping.

Our goal is to help make your plan stronger so you can make each fiduciary decision with confidence.