Vista Alta Investments LLC
Financial Services - Coral Gables, Florida, United States
Vista Alta Investments LLC Employees
Vista Alta Investments LLC Details
We are an Impact Investment firm, aimed to harness resources to develop and invest on businesses targeted to generate competitive financial returns, while addressing the different needs of underserved communities. We join forces with the business and the non-profit investment world to expand the Impact Investing Community, generating or investing on businesses aligned with the same purpose.We harness resources to develop and invest in businesses that generate competitive financial returns along with positive impact.Our Vision: We believe financial wealth can be more than an achievement, it should be an instrument that can satisfy purpose driven-needs in our lives. In a world that values simplicity, we believe that impact investments can restore the value of money a tool to accomplish valuable personal and family goals.By providing independent and customized advice to our clients, we create an experience that is both simple and cost-effective.Our Mission: Through a systematic process, we carefully assist our clients by aligning their financial goals with marketplace products and top-performing money managers in different asset classes. Through this process, we effectively get our clients where they want to be.As a purpose-driven entity, we also give a share of our profits to PhilantroGuia, a charity organization based in Miami, Florida.Our Values:IntegrityLeadershipIndependenceFinancial PerformanceTeamworkOutstanding ServiceKindnessOur Value Proposition: Ongoing identification of opportunities.On an ongoing basis, we look for available investment opportunities. Either by working with distribution channels such as banks, broker-dealers, investment managers, or directly with social entrepreneurs. With a menu of options, we structure suitable portfolios for our clients. This process aims to identify investment options with essential characteristics like cost efficiencies, as they generate competitive financial returns
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