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VITAL INVESTMENT
MANAGEMENT
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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 seek to provide clients with peace of mind, and we aim to provide the best service they’ll ever receive.

Vital Investment Management has over $180 million of assets under management as of September 13, 2023.

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.

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VIM – Items of Interest