Private Equity Mutual Fund Distribution Growth Creates Need for Sales Professionals
Vista Research and Management, LLC, investment advisor to the Listed Private Equity Plus Fund, is seeking sales professionals to meet increased demand for private equity investment options among financial professionals.
Armonk, NY, July 21, 2008 --(PR.com)-- Vista Research and Management, LLC (Vista) announced today on its website, www.vrmfunds.com, the availability of four Regional Vice President of Sales positions. Vista is seeking experienced sales professionals in the mutual fund and alternative investment product area to manage territories in the West, Mid-West, Northeast and Southern regions of the country.
Vista is the investment advisor to The Listed Private Equity Plus Fund (ticker: LPEAX). The Fund is the first mutual fund in the United States to offer investors, including retirement plan participants, the opportunity to access the private equity asset class with all of the conveniences associated with a mutual fund including low investment minimums, no accreditation or lock-up requirements, daily liquidity and 1099 tax reporting.
The Fund celebrated its one-year anniversary on July 2nd 2008. Due to the unique nature and positioning of the Fund, its distribution network has grown substantially to over 40,000 financial advisors. Vista maintains selling group agreements with dealers including, but not limited to, Linsco Private Ledger, RBC Dain Rauscher, Raymond James, and Wells Fargo Wealth Management. LPEAX is also made available to over 12,000 Registered Investment Advisory firms via the institutional platforms at Charles Schwab, TD Ameritrade and National Financial.
Vista is seeking sales professionals with experience and that utilize a consultative sales approach with the financial advisor community and are interested in representing a unique and exciting product.
“We’ve seen tremendous interest in LPEAX from the home offices of major broker-dealers in the industry as they continue to seek alternative investment products that their mass affluent client base may access through traditional mutual funds. Given that the Listed Private Equity asset class has historically provided relatively low correlation to a market portfolio while generating annualized returns that exceed private equity partnerships, we feel we offer a tremendous opportunity for the right sales professionals,” said Steven R. Samson, President and Chief Investment Officer.
Interested individuals should send their resume and other pertinent information to Luke Aucoin, Chief Operating Officer, via e-mail at luke@vrmfunds.com and also visit www.vrmfunds.com
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Vista is the investment advisor to The Listed Private Equity Plus Fund (ticker: LPEAX). The Fund is the first mutual fund in the United States to offer investors, including retirement plan participants, the opportunity to access the private equity asset class with all of the conveniences associated with a mutual fund including low investment minimums, no accreditation or lock-up requirements, daily liquidity and 1099 tax reporting.
The Fund celebrated its one-year anniversary on July 2nd 2008. Due to the unique nature and positioning of the Fund, its distribution network has grown substantially to over 40,000 financial advisors. Vista maintains selling group agreements with dealers including, but not limited to, Linsco Private Ledger, RBC Dain Rauscher, Raymond James, and Wells Fargo Wealth Management. LPEAX is also made available to over 12,000 Registered Investment Advisory firms via the institutional platforms at Charles Schwab, TD Ameritrade and National Financial.
Vista is seeking sales professionals with experience and that utilize a consultative sales approach with the financial advisor community and are interested in representing a unique and exciting product.
“We’ve seen tremendous interest in LPEAX from the home offices of major broker-dealers in the industry as they continue to seek alternative investment products that their mass affluent client base may access through traditional mutual funds. Given that the Listed Private Equity asset class has historically provided relatively low correlation to a market portfolio while generating annualized returns that exceed private equity partnerships, we feel we offer a tremendous opportunity for the right sales professionals,” said Steven R. Samson, President and Chief Investment Officer.
Interested individuals should send their resume and other pertinent information to Luke Aucoin, Chief Operating Officer, via e-mail at luke@vrmfunds.com and also visit www.vrmfunds.com
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Contact
Vista Research and Management
Luke Aucoin
949-525-4863
vrmfunds.com
Luke Aucoin
949-525-4863
vrmfunds.com
Contact
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