Tel.: 1-949-525-4863

Welcome To Vista Research and Management

Vista Research and Management is an investment management firm offering individual and institutional investors access to unique investment strategies via the VRM family of mutual funds. Vista's portfolio management team seeks investment opportunities by conducting in-depth research in specialized areas of focus.


Vista's goal is to provide financial and Registered Investment Advisors access to strategies that represent a institutional approach to constructing well-diversified investment portfolios for clients. Founded in 2007, with offices in Greenwich, Connecticut and Lake Forest California, Vista is an entrepreneurial, employee-owned firm combining over 60 years of investment experience of its founding partners. The mutual fund industry is crowded with many of the major industry participants offering a homogeneous suite of products to fill virtually all investment categories. Alternatively, Vista only offers investment options that provide clients with focused strategies and a rigorous stock selection process to potentially achieve better risk-adjusted returns. Vista brought to market the first mutual fund to offer investors access to the private equity asset class which allows them to invest in a similar manner to the most successful institutional and accredited investors.


Investments in lesser-known, small and medium capitalization companies may be more vulnerable than larger, more established organizations. Federal securities laws impose certain restraints upon the organization and operations of BDCs and SPACs that can limit or negatively impact the performance of the company.

Investments in foreign securities could subject the Fund to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards. The risks of foreign investing are of greater concern in the case of investments in companies located in emerging markets, which may exhibit greater price volatility and have less liquidity.

Non-diversification risk, as the Funds are more vulnerable to events affecting a single issuer. The Fund may have higher than average portfolio turnover, which may result in higher transactional and brokerage costs. ETF's are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few. There are risks associated with REITs. Risks include declines from deteriorating economic conditions, changes in the value of the underlying property, and defaults by borrowers. The Fund may focus its investments in particular sectors, such as real estate, energy or steel and metals, and weakness in these sectors could result in significant losses to the Fund.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained at or by calling 877-477-7373. The prospectus should be read carefully before investing. The Funds are distributed by Northern Lights Distributors, LLC member FINRA.