Southern Investment Services

Investments and Brokerage

Mutual Fund Wrap

VISTA Active Portfolio Solutions is a discretionary investment advisory service that offers investors a well-diversified portfolio of industry-leading mutual funds, overseen by a dedicated investment committee. This comprehensive investment solution adheres to a rigorous investment management process that includes portfolio construction, fund selection, and ongoing review to develop and maintain the appropriate asset allocation. With five core asset allocation portfolios available, VISTA Active Portfolio Solutions can accommodate various risk tolerance levels and time horizons. For a simple, asset-based fee, investors can realize the benefits of active, professional money management. The minimum investment is $50,000.

Securities, investment advisory services, and insurance products offered through UVEST Financial Services and its affiliates, member FINRA / SIPC and a SEC registered investment advisor UVEST and Southern Investment Services are independent entities.

INVESTMENTS IN SECURITIES, ANNUITIES AND INSURANCE:
Not FDIC Insured	Not Bank Guaranteed	May Lose Value
Not Guaranted by any Government Agency		Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.