Vista is the long view. Vistafolio means building a portfolio focused on your long term financial freedom.
We created our managed investment accounts to maximise opportunities from the time you invest. You can access your account anytime. You won't lose control to a fund. Our model portfolio in local and global stocks, applied to investor accounts, has delivered strong capital growth with good income.
Managed accounts are preferred by the world’s leading investors as the assets are held by the client. Using our proprietary portfolio and online technology, we make them available to wholesale clients or eligible investors. We hope to have retail accounts available soon. See all our services below or contact us to learn more.
Managing global shares in your account on a discretionary or advisory basis (subject to availability). Our model strategy has averaged returns of 20%+ with a Sharpe ratio > 6 (low risk) since 2014.*
Manage and protect your investments in a quality family trust structure, or get a review on the investment performance of your existing trust.
Investment planning, tax planning, global share broking, investment reviews and business services to help you reach your financial goals.
Vistafolio is a trading name of Angelo Partners Limited. The information within this site is issued to eligible or wholesale investors under the Financial Markets Conduct Act 2013 (FMC Act).
We are registered as a Financial Service Provider (FSP No. 596789) with the Ministry of Business, Innovation and Employment of the New Zealand Government.
In accessing this site, you certify that you are an eligible or wholesale investor and can meet one or more of the following criteria: