Vista360, LLC is an independent, employee-owned consulting firm serving a nationwide client base. Since 2002, Vista360 has provided investment advisers and funds with customized, practical regulatory compliance and business consulting advice. As experienced business owners and investment industry practitioners, it comes naturally to us to provide advice that complements your business as a whole, while digging deep into the details to support management’s achievement of its goals and project objectives. We use a strengths-based, team approach when working with clients; something we believe enhances our clients’ experience. We help people and organizations be their best.

Bloom360 Learning Community is a non-profit school that provides a refreshing developmental approach to education that recaptures the joy of learning for kids with neuro-diverse needs. Our learning community inspires each child to discover and create in a supportive, dynamic environment driven by his or her own interests. We provide a whole-child approach that develops strong roots by valuing every child’s strengths and cultivating meaningful relationships. While any child would greatly benefit from this developmental style of learning, it is critical for kids with neuro-diverse needs. We believe in nurturing our children to bloom through a personalized learning experience that both encourages and engages them to contribute to the community in which we live, grow, and thrive!

Performed and supervised financial statement and controls audits of mutual funds, private funds, investment advisers, and fund-related service providers (fund accounting, transfer agent, custodian).