Disclosures

FT Award Disclosure 2018

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Disclosure Private Vista was recently named by The Financial Times as one of the Top 300 Registered Investment Advisors in the United States for 2018. The Financial Times 300 Top Registered Investment Advisors is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. The listing reflected each practice's performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice's future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. Additional information, including management fees and expenses, is provided on Private Vista's Form ADV Part 2.

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