Vital Investment Management

Vital Investment Management (VIM) is a small, independently owned financial advisory firm located in Loveland, Colorado. With five employees, VIM manages approximately $2.5 million in revenue. The firm operates as a Registered Investment Advisor (RIA), adhering to a fiduciary standard where their primary obligation is to act in the best interests of their clients. VIM provides a variety of financial services including investment management tailored to each client's investment policy statement. They also offer retirement projections and financial planning, assistance with 401k investments and rollovers, and strategic and tactical portfolio management. The firm's investment strategies are informed by an Investment Committee and utilize research from institutions like Ned Davis Research, often incorporating Exchange Traded Funds (ETFs). Unlike traditional brokerage firms, VIM does not earn commissions by selling securities. Instead, their compensation is transparent, based on a percentage of the assets they manage for their clients. This fee-only structure eliminates potential conflicts of interest and aligns their incentives with those of their clients. For more information or to schedule a consultation, potential clients can visit VIM's website at vimadvisor.com.