Have your investments professionally managed locally by someone you trust
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 to new allocations on an ongoing basis utilizing custom models based on data from Ned Davis Research (NDR). Our Investment Management Committee meets monthly and is comprised of Mr. Eads and clients of the firm to help drive the firm’s decisions to reflect a broad range of client desires.
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.
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.