Buena Vista Investment Management is a fee only, SEC Registered Investment Advisory firm providing “Creative Investment Solutions” for individuals and companies since 1998.
We are located in Wisconsin Rapids, WI, far removed from the canyons of “Wall Street”. We believe our location gives us an advantage as we bring our small town values and Midwestern sensibilities to the development of our investment management processes. We are a “boutique” firm catering to individuals and small businesses.
Our goal at Buena Vista Investment Management LLC is to establish a long-term mutually profitable financial relationship with our clients, to help them understand the global financial markets and insure their financial well-being in the years ahead.
Managing Partners - John L. Moffat, Joel E. Sullivan, Peter W. Brey
“The essence of investment management is management of risks,
not the management of returns” - Benjamin Graham