Buena Vista Investment Management is an investment advisory firm that uses Creative Investment Solutions to develop customized investment portfolios, which preserve and grow our client's assets. As a fee only advisor, our only loyalty is to our clients. The firm has developed four unique mutual fund portfolios. In addition, the portfolio managers also oversee custom investment portfolios.
View Top Employees from Buena Vista Investment Management Inc.Website | http://www.buenavistainv.com |
Revenue | $13 million |
Employees | 6 (6 on RocketReach) |
Founded | 2002 |
Address | 478 E Grand Ave Ste 202, Wisconsin Rapids, Wisconsin 54494, US |
Phone | (715) 422-0703 |
Fax | (715) 422-0704 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Chatham Asset Management, Cresta Advisors, Wainwright Investment Counsel, Walsky Investment Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Buena Vista Investment Management Inc. annual revenue was $13 million in 2024.
John Moffat is the Partner of Buena Vista Investment Management Inc..
6 people are employed at Buena Vista Investment Management Inc..
Buena Vista Investment Management Inc. is based in Wisconsin Rapids, Wisconsin.
The NAICS codes for Buena Vista Investment Management Inc. are [52393, 52, 523, 5239].
The SIC codes for Buena Vista Investment Management Inc. are [62, 628].