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VITAL INVESTMENT
MANAGEMENT
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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 deliver the best service they’ll ever receive.

Vital Investment Management has over $300 million in assets under management as of February 20, 2026.

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.

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VIM – Items of Interest

 

Welcome, Rusty Tredwell, to the Vital Investment Management Team!

We are thrilled to announce that Rusty Tredwell has joined Vital Investment Management as a Senior Financial Advisor.

Rusty primarily serves our clients in the New England area.

He brings over 30 years of distinguished experience in the financial services industry, including roles as a former Senior Vice President at PIMCO and Account Manager at Fidelity.

Rusty has built a strong reputation for providing thoughtful, personalized wealth management strategies to high-net-worth households. His expertise includes tailored investment portfolio design, retirement planning, estate strategies, and alternative investments. Known for his integrity, deep client relationships, and client-first approach, Rusty is a natural fit for our team. His addition significantly strengthens our ability to deliver sophisticated, comprehensive financial solutions to clients with complex needs.

Rusty’s knowledge and experience are a tremendous asset to Vital and, most importantly, to the clients we are privileged to serve. Please join us in extending a warm welcome to Rusty. We are confident you will enjoy working with him as much as we do.

Warm regards,

The Vital Team

Dave, Brian, Dillon, Cindy, Rusty, Sherri, Dottie, and Becca Jayne