Investment Consulting Business Plan

Vista Investors

Executive summary (excerpt only)

Our firm's hallmark investment product will be the Vista Total Market Equity strategy and will be initially offered through a mutual fund that is registered by the U.S. Securities Exchange Commission (SEC). Technological advancements also permit for other economically feasible distribution channels, such as separately managed portfolios for large accounts. The details of our particular investment product offerings are revealed in another section of this plan. However, it's worth stating up front that we are extremely encouraged by a research piece to be published in the Journal of Portfolio Management, Summer 2001 issue that supports the philosophy behind our primary product offering. Ennis Knupp, a premier institutional investment consulting firm, published a study called, "Failure of the Multiple-Specialist Strategy: The Case for Whole Stock Portfolios." One of the underlying tenets is that specialisation within equity portfolio management has gone too far; thus resulting in sub-optimal portfolios.

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