Jessica Beth Richey

FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.

Vista strives for investment success through a disciplined, repeatable investment philosophy that utilizes index funds to maximize long-term returns by minimizing costs and taxes. They focus on true sources of returns, not on stock-picking or market-timing, by structuring portfolios to benefit from smarter combinations of asset classes. The firm seeks to construct investment portfolios that can deliver higher returns with less risk by focusing on investments in small-cap stocks and value stocks across the universe of US, international and emerging market equities.

Functions as a College/University