Vital-Investment-Management-Dave-Eads
VITAL INVESTMENT
MANAGEMENT

ABOUT US

OUR GOALS ARE PERFECTLY ALIGNED WITH YOURS. WE ARE A FEE-ONLY FIDUCIARY FIRM—WE ALWAYS PUT OUR CLIENTS’ BEST INTERESTS FIRST.

Vital Investment Management clients come to us for personalized, tailored, and valuable investment management and financial planning. They stay with us long-term because of the trust they’ve developed with their advisor.

Vital Investment Management strives to provide its clients with a unique wealth management experience by making investment decisions here in Northern Colorado and treating its clients as if they were family.

The Firm isn’t in business to become the largest wealth management firm. We seek to provide clients with peace of mind and aim to provide the best service they’ll ever receive.

Vital Investment Management has over $275 million of assets under management as of October 21, 2025.

WHY CHOOSE US

INVESTMENT MANAGEMENT

Personally tailored investment advice and implementation for each of your portfolios.

FINANCIAL PLANNING

Your financial life is just as unique as your personal life. Get the deepest insights and recommendations for your financial future.

PERSONAL SERVICE

When you call you'll know the person who answers the phone. And we will know exactly how best to serve your needs.

INTERESTED IN SEEING IF YOU’RE A GOOD FIT?

WE ARE YOUR PERSONAL WEALTH MANAGER.

VIM – Items of Interest

We are excited to add a Client Services Manager to our Vital Team!

Please welcome Becca Jayne.

Becca Jayne has joined the team as a Client Service Manager, bringing a wealth of experience in high-level client service across both the business and nonprofit sectors. A Northern Colorado native for most of her life, she is passionate about serving her community with professionalism, empathy, and a solutions-focused mindset.
Known as a natural leader and dependable team player, Becca Jayne thrives in collaborative environments where strategic thinking, adaptability, and clear communication are valued. Her core strengths include business development, human resources, project management, event coordination, and executive support. She takes a proactive, detail-oriented approach to her work and consistently performs well under pressure. Her ability to build lasting relationships and manage complex challenges makes her a strong asset to the team and to the clients she serves.

Outside of work, she is a proud mother to a bright and spirited daughter. She enjoys spending time with family and finding ways to express creativity in everyday life.