Buena Vista Investment Management

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What's New  

Protectionism - A Potential Peril for the US Economy - In this political season where global trade has become a "hot button" issue, Mr. Zane Brow, a Fixed Income Strategist for Lord Abbott discusses free/fair trade.
Investment Insights Radio Show - October 21, 2016 - Pete Brey discusses what investors should look for in the upcoming earnings season
September Quarterly Investment Newsletter - Politics Dominates the Investment Conversation
Strategic Investment Tools Update - October 21, 2016 - Market indicators have eased a bit but remain bullish.

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


241 Third Street South l Wisconsin Rapids, WI 54494
Mailing Address l P.O. Box 1206 Wisconsin Rapids, WI 54495-1206
715 422-0700 l fax 715 422-0704 l (866) 817-8232
E-mail: buenavista@buenavistainv.com