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478 E. Grand Ave. Ste 202 |
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Welcome to Buena Vista Investment Management Buena Vista Investment Management LLC (“Buena Vista”) is a fee only, Registered Investment Advisory firm providing “Custom 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 is to establish a long-term mutually beneficial relationship with our clients. We strive to help clients understand how to navigate the many investment and planning decisions they face and enjoy their financial well-being in the years ahead. |
Decades of Experience in Financial & Retirement Planning |
| 478 E. Grand Ave. Ste 202 l Wisconsin Rapids, WI 54494 715.422.0703 ph | 715.423.9505 ph | 715.423.9405 fax E-mail: |
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Investment advisory services offered through Buena Vista Investment Management LLC, a registered investment advisor in the state of Wisconsin.
Information on this website is for informational use only. Do not rely on any information contained herein to make investment decisions.
Buena Vista Investment LLC is not responsible for any actions taken based on information contained in this website. Please feel free to contact
Buena Vista Investment LLC for clarification on any information relating to our services, fees, investment philosophy or investment strategies.
A copy of our current written disclosure statement discussing our advisory services and fees, firm document ADV (2A & 2B), and privacy policy
continues to remain available for your review upon request.
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