Move With Dave to Vital

If you have any questions about how to move your accounts to Vital Investment Management call 970-412-0324 or 970-776-3316, or email Eads@VIMadvisor.com

STEPS TO TRANSFER YOUR ACCOUNTS TO DAVID EADS:

1.  VITAL INVESTMENT MANAGEMENT WILL SEND YOU THE ACCOUNT TRANSFER PAPERWORK

Once you’ve chosen to move your investment management and financial planning to Vital Investment Management we will prepare the forms to get the transfer started. To make the transition as seamless and easy as possible for you Vital Investment Management is using Charles Schwab as its custodian. Your Schwab account numbers and Schwab MoneyLinks will all remain the same. You’ll just need to sign a new Limited Power of Attorney (LPOA) form to transfer the investment management over to Vital Investment Management and sign a MoneyLink form that allows Vital Investment Management to continue to move money for you just as we have in the past. Any IRA accounts that have distributions will need a signed IRA Distribution Form as well.

 

You’ll also receive a new Investment Advisory Agreement to sign that will match your previous fee schedule and investment policy / investment allocation ranges for each account. A copy of our firm’s Privacy Policy and ADV Part 2 will be provided to you as well.

 

Once the forms are signed (electronically or hard copy) we will submit them to Schwab and transfer your accounts’ management over to Vital Investment Management.

 

2.  SCHEDULE A FOLLOW UP MEETING WITH DAVE

To ensure you’re fully informed and to answer any questions you have please schedule a follow-up meeting with Dave over the next three months. You can do so online by clicking the ‘Schedule a Meeting’ link at the top of this page, or by contacting Dave at 970-412-0324 or Eads@VIMadvisor.com

 

*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.