Contact
Contact an investment advisor in the Chicago area
The first meeting is free and carries no obligation. Tell us a little about your situation and a partner will respond within one business day.
What happens after you get in touch
A partner responds to every inquiry within one business day to arrange a first meeting. That meeting is free and carries no obligation: we use it to understand your situation and explain how we would work together and what it would cost. Vistamark is a fiduciary to every client, with completely transparent fees.
Which topic to choose
- A foundation, endowment or nonprofit portfolio: investment advisory and OCIO for boards and investment committees. See Foundations & Endowments.
- Integrated CIO™ for an RIA, trust department or family office: our outsourced CIO service for financial institutions. See Integrated CIO.
- Private wealth or family office advisory: the VistaWealth Office™ for families, executives and business owners.
- A 401(k), 403(b) or pension plan: defined contribution and defined benefit consulting. See Retirement Plans.
- A business sale or expert advisory matter: handled through Vistamark Consulting. See Business Owners & Counsel.
- Subscribing to the Market Compass: our weekly market recap and outlook, by email. Recent issues are on the Market Compass page.
- The book: questions about Think Like a Family Office by Matthew Rice, CFA, CAIA.
Office hours
Our offices are open Monday through Friday, 8:30 a.m. to 5:00 p.m. local time: Central time in Hinsdale and Chicago, Arizona time in Phoenix. You can also email info@vistamark.com at any time.
Please don’t send account numbers or other sensitive personal information through this form; we can arrange a secure way to share documents after we speak.