ABOUT US

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

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

Vital Investment Management strives to give their clients a unique wealth management experience by making investment decisions here in Northern Colorado and by getting to know our clients as if they were family.

The Firm isn’t in business to become the largest wealth management firm. We’re in business to give our clients peace-of-mind and the best service they’ll ever receive.

Vital Investment Management has over $100 million in assets under managment as of July 29, 2019.

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

  • The Wall Street Journal Editorial Board wrote an opinion on the changes that Congress has proposed making to IRAs. Read more about the issue via the link below. Forcing some heirs to empty accounts in 10 years will raise revenue, but it’s a bad precedent.......

  • Vital Investment Management’s May 2019 Large Investment Committee Meeting will be held on May 17, 2019 at 11:00 am. For more information please email info@vimadvisor.com or call the office at 970-776-3316....

  • Vital Investment Management’s May 2019 Small Investment Committee Meeting will be held on May 16, 2019 at 11:00 am. For more information please email info@vimadvisor.com or call the office at 970-776-3316...

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