Vista of Insight
Mark of Excellence
Elite Investment Advisors
Independent · Employee & Partner Owned · Fiduciary
Vistamark Investments is a 100% employee- and partner-owned, independent, SEC-registered investment adviser and fiduciary headquartered in Hinsdale, Illinois, in the Chicago area. Founded by experienced Chief Investment Officers, we advise families, family offices, foundations, endowments and retirement plan sponsors, and serve financial institutions and family offices as their Integrated Chief Investment Officer™ (iCIO™), from offices in Hinsdale, Chicago and Phoenix.
*Represents aggregate assets managed by institutions advised by Vistamark and its partners during calendar year 2026, as of October 6, 2026. These are not assets under management by Vistamark Investments. Vistamark Investments reported $456 million in regulatory assets under management on its Form ADV filed October 15, 2026.
Ten questions to ask any OCIO · Does your family think like a family office?
Targeted practice areas
Each practice operates with dedicated analytical frameworks, specialized mandate workflows and direct access to senior partners.
The institutional rigor of a dedicated endowment office combined with the attention of a boutique. Custom multi-generational strategy for significant estates.
Discretionary (OCIO) and non-discretionary investment office services designed to support long-term spending while working to preserve intergenerational purchasing power.
Institutional research, proprietary asset allocation models and senior investment committee participation for growing RIAs, multi-family offices and bank trust departments.
3(21) and 3(38) fiduciary consulting for defined contribution and defined benefit plans, helping committees follow and document a prudent process.
Institutional methodology
True institutional discipline is not a slogan. It is a repeatable, quantitative process designed to identify real risk, avoid product bias and manage downside exposure.
Asset allocation
Moving beyond a naive 60/40. VistaBuilder™ blends forward-looking capital market assumptions with risk budgeting across public equities, private equity, credit sleeves and diversifying real assets.
Rebalancing discipline
Rule-based rebalancing and stress testing built for regime shifts, stagflation and liquidity crunches — keeping portfolios on target and assessing drawdown vulnerabilities before shocks materialize, not after.
Client experience
One secure portal for the whole picture: performance reporting across every account we manage, outside accounts linked securely through Plaid, financial planning, and estate documents and subscription agreements alongside the portfolio they govern.
Fiduciary governance
Wrapped around every engagement: independent manager vetting, cost-scrutinized rebalancing thresholds and ongoing governance documentation — free from proprietary fund placement or revenue sharing.
Request a briefing“When the investment committee meets around the dining table, emotional dynamics collide with generational capital. Institutional governance provides the clarity families require.”
Matthew Rice, CFA, CAIA · Managing Partner, Founder & Chief Investment Officer
Available now · First edition 2026
The institutional playbook — investment policy, asset allocation, spending, manager selection, governance — rewritten for families, where taxes compound, liquidity answers to life events, and the committee is the Thanksgiving table.
By Matthew Rice, CFA · with contributions from Sean McEvilly, CFA and William Seyfarth
Or meet the five families: case studies from the book.
Frequently asked
The first meeting is free and carries no obligation: tell us about your portfolio, your committee or your family, and we’ll tell you honestly whether we can help.