Vital Investment Management
Financial Services, 4718 Vly Oak Dr, Loveland, Colorado, 80538, United States, 1-10 Employees
Who is VITAL INVESTMENT MANAGEMENT
Vital Investment Management (VIM) is a local, independently owned, fee-only Registered Investment Advisor (RIA) firm. Unlike Broker / Dealers, Vital Investment Management does not make co...
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Headquarters: 4718 Vly Oak Dr, Loveland, Colorado, 80538, United States
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Date Founded: 2019
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
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CEO: Cfp® David Eads
Industry: Financial Services
SIC Code: 8741
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Frequently Asked Questions Regarding Vital Investment Management
Answer: Vital Investment Management's headquarters are located at 4718 Vly Oak Dr, Loveland, Colorado, 80538, United States
Answer: Vital Investment Management's official website is https://vimadvisor.com
Answer: Vital Investment Management's revenue is Under $1 Million
Answer: Vital Investment Management's SIC: 8741
Answer: Vital Investment Management has 1-10 employees
Answer: Vital Investment Management is in Financial Services
Answer: Vital Investment Management contact info: Phone number: Website: https://vimadvisor.com
Answer: Vital Investment Management (VIM) is a local, independently owned, fee-only Registered Investment Advisor (RIA) firm. Unlike Broker / Dealers, Vital Investment Management does not make commissions for selling securities. We are required to meet the fiduciary standard - to act in the best interests of our clients at all times. Our compensation is disclosed in a signed advisor-client agreement based on a percentage of the assets we manage for you. Its a win-win situation for the client and advisor; we both want your assets to grow. Were in the business of providing the best advice, not selling securities. When selecting a financial advisor its important to know whom your advisor works for and how theyre compensated. Brokers are typically an employee or contractor of a brokerage firm. These brokers are most often compensated via commissions on the products they sell and are not required to disclose their compensation. Commission-based products create a conflict of interest between broker and client, limit future investment choices to that group of investment products, and may impose penalties if sold during a penalty period of up to seven years or more. Services Vital Investment Management provides: Investments managed in accordance with each clients investment policy statement Retirement projections and financial planning 401k investments and rollover assistance Investment Committee formulates and monitors ongoing investment strategies Strategic (long-term bond-stock parameters) and tactical (overweight bonds or stocks based on 3-6 month market outlook) portfolio management Tactical adjustments are made using inputs from Ned Davis Research and other institutional research firms Extensive utilization of Exchange Traded Funds (ETFs) We work directly with each client to tailor appropriate asset allocations given their risk tolerance and economic / market trends.
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