Wealth Management
Our work solves our client’s investment and financial planning challenges through our tailored professional services.
Have your investments professionally managed by someone you trust, here in Northern Colorado.
Investments are held at Charles Schwab and managed by Vital Investment Management on your behalf. Our investment portfolios are designed by blending fundamental research with technical analysis. Our clients’ portfolios are rebalanced an ongoing basis utilizing proprietary models developed in conjunctions with Ned Davis Research’s (NDR) Custom Research Department. Our Investment Management Committee (ICM) meets monthly and is comprised of Mr. Eads and clients of the firm. The ICM provides insights that our firm can use to reflect a broad range of client desires. As U.S. General George S. Patton once noted: “If everyone is thinking alike, then somebody isn’t thinking.”
Financial Planning
Create a financial and investment plan to achieve your goals
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there. Our financial plans are built here in Northern Colorado. Many of our wealth management clients live in Fort Collins, Loveland, Greeley, Berthoud, Longmont, Boulder, and Denver. However, more of our new clients have been reaching out to us from across the country. Vital Investment Management is built to be able to effectively manage clients remotly if they don’t want to make in-person office visits.
Personal Service
We’re here to be your financial concierge. You’ll experience personalized service from people you know and trust!
Your Executive Client Service Manager (CSM) will help you quickly get your questions answered, tasks completed, and issues resolved. Your client service manager answers the phone when you call and replies to emails expediently. You’ll receive the family-office style experience with Vital Investment Management’s client service team.