About Us

“Do you want an independent local advisor that is passionate about investment management and financial planning?”

VITAL INVESTMENT MANAGEMENT

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

Do you want an advisor that is passionate about investment management and financial planning? You’ve arrived at the right place!

The founder of Vital Investment Management – David Eads – has had an affection for investments since he was 8 years old. It all started with his 4th Grade stock picking project at his elementary school in Loveland, CO. After researching stocks to track for the semester, David settled on two: Raytheon and Berkshire Hathaway. He’s been hooked on investment research and planning ever since then.*

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

Your Concierge Advisor –

Dave Eads, CFP®

Dave Eads

Wealth Manager | CEO

The Eads Family

Dave has a diverse set of interests outside of the office

These include teaching, geopolitics, World War 2 history, traveling with family and friends, waterfowling, fellowship, genealogy, entrepreneurship, and continually learning.

THE EXPERIENCE

MR. EADS POSSESSES EXTENSIVE EXPERIENCE IN TACTICAL INVESTMENT STRATEGIES, COMPREHENSIVE FINANCIAL PLANNING, AND TAILORED RETIREMENT PLANNING.

 

Mr. Eads possesses extensive experience in tactical investment strategies, comprehensive financial planning, and tailored retirement planning. Having many years in the investment industry, he is able to devise unique strategies to effectively manage his clients’ investments and personal finances.

 

Understanding every aspect of financial planning and investment management can be daunting. That’s where Dave comes in. His mission is to provide you with consultative guidance to meet your financial goals. Dave works very hard to create a mutually beneficial and cherished long-term relationship with his clients and their families. Since each client’s financial goals are unique, shouldn’t their solutions reflect that reality? Dave strives to serve clients during through meaningful conversations that will create relationships that last for generations. He is adept in providing strategic and tactical investment strategies, comprehensive financial planning, and tailored retirement planning.

 

Staying up to date with all the latest economic data and proprietary market data, Dave advises his clients in all facets of their financial plan. Dave is the Chairman of Vital Investment Management’s Investment Committee. Dave has strong and effective working relationships with other many professionals in the financial industry.

 

He offers comprehensive, unbiased, and customized solutions focused on assisting his clients in protecting and growing their wealth. It is the customized tactical approach in portfolio design and portfolio management that distinguishes him from his peers.

 

He has a vast, comprehensive knowledge of tactical investment strategies, financial planning, and an eye for uncommon or undervalued investment opportunities. Dave has created transparent financial planning and investment management packages and combined them with integrative implementation processes. For his clients, this translates to a higher level of service.

Your Personal Client Service Manager –

Sherri Zuhlke

Sherri Zuhlke

Executive Client Service Manager

Zuhlke Family

Sherri’s Advocations

Include gardening, cycling, and kickboxing. In addition to her hobbies, Sherri volunteers at a local Dog Rescue shelter. She is a member of the Loveland Habitat Women’s Build Committee, giving back to her community with her time and her talent.

UNSURPASSED CLIENT SERVICE

MRS. ZUHLKE HAS THE CLIENT SERVICE EXPERIENCE AND ATTENTION TO DETAIL THAT YOU’RE LOOKING FOR IN A BOTIQUE WEALTH MANAGEMENT FIRM.

 

Sherri is a key asset to Vital Investment Management and believes success in life, and business comes from strong and meaningful relationships. Mrs. Zuhlke’s over 20-year tenure, managing client requests, and managing the office has earned her the title of Executive Client Service Manager. There are very few tasks that she hasn’t yet encountered. Sherri has demonstrated a history of exceptional client service and daily operations administration for family-office style wealth management firms.

 

Fielding client phone calls and emails is her forte. Sherri quickly tackles client requests efficiently and effectively. Whether it’s a request for a customized report, a new account opening, a money movement request, or scheduling out a meeting, you’re in the best hands with Sherri by your side. If she can’t complete the task herself, she’s quick to bring in the professionals through Vital Investment Management’s network to ensure our clients’ requests are always addressed. Sherri will go the extra mile to ensure her clients get the quality of service they deserve.

 

Sherri is a Colorado Native and resides in Greeley, Colorado with her husband of over 28 years, two children and two dogs.

 

Vital Investment Management’s clients receive a higher level of service, because the firm is focused on service, and has the perfect team to provide it!

*Disclaimer:  Vital Investment Management LLC and David Eads are not recommending to buy, sell, or hold any security without first engaging in a signed written Investment Advisory Agreement and disclosing all necessary documents to each respective client. Any recommendation to buy, sell, or hold any security is given only to existing clients based on their specific financial situation.