Offices

Hinsdale, Chicago and Phoenix

Headquartered in Hinsdale, Illinois, with offices in Chicago’s Gold Coast and Phoenix, Arizona. We serve clients nationally.

Practices

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.

• Foundations & Endowments — Outsourced CIO and investment consulting for foundations, endowments and nonprofits: investment policy, spending policy, asset allocation, manager selection and reporting.
• Financial Institutions (iCIO™) — Outsourced CIO for RIAs, multi-family offices and trust departments: Vistamark’s Integrated CIO™ — allocation, models, research and committee leadership.
• Private Wealth & Family Offices — Institutional-grade investment management and integrated planning for UHNW families, executives, business owners and family offices.
• Retirement Plan Sponsors — 3(21) and 3(38) fiduciary consulting for 401(k), 403(b), defined benefit and cash balance plans: investment policy, menu design, manager selection and committee education.
• Business Owners & Counsel — Lower middle-market M&A advisory for business owners and independent investment analysis for legal and business matters, backed by private equity and family office networks.

Vistamark is a fiduciary to every client, with completely transparent fees.