Our Firm
Who We Are
Brad Thompson founded NuVista Financial Services LLC in 2011 because he believes it is time to take a new look at how investors manage their investment risk process. He provides main-street investors with risk-management strategies that have been available to high-net-worth investors for decades. These strategies work to capture market gains while minimizing losses. These strategies are now available to main street investors with low minimum investment requirements through many third-party money managers.
Having 32 years of investment experience and nine years of experience working inside a major mutual fund company. He was trained in the “Wall Street system,” he understands the main-street investor's frustration that comes with a system that provides general investment advice that includes buy, hold and pray, no matter what happens in our uncertain global marketplace.
Now is a great time to take a new long-term view of your investment process. To do that, we believe you need to ask yourself, are your investments hedged?
If you don't know the answer to that question, we should discuss the many available options. Please visit our "Contact Us" form.
One of the third-party money managers NuVista Financial Services LLC chooses to work with is Beacon Capital Management. Beacon is fundamentally improving the science of investing. Watch this short video (about two minutes) to learn more about our work with Beacon.
You can click here to meet Brad Thompson, the founder and president of NuVista Financial Services LLC, or visit the "Our Services" page to learn more about hedging options that NuVista Financial Services offers.
If you would like someone to reach out to you, please visit our "Contact Us" form.