Exclusive introductions for high-intent households
Introductions for households with at least $1 million in investable assets or $250,000 in annual income.
A service of Vital Investment Management, LLC, an SEC-registered investment adviser in Loveland, Colorado. Registration is a fact, not an SEC approval. Virtual consultations anywhere in the United States. In-person meetings only in Northern Colorado or coastal New England. One household, one supervised person. Not a directory.
How the firm works with you
High-touch service. Plans written to your household.
You will not be a number in a massive advisory firm running a cookie-cutter model portfolio. Vital Investment Management, LLC is built for high-touch client service. Financial plans and portfolios are tailored to your needs and desires. That is a description of how the firm intends to work with clients after a written advisory agreement. It is not a guarantee of any result.
A hard money gate
We introduce households with at least $1,000,000 in investable assets, or at least $250,000 in annual income. Home equity is not investable assets.
Exclusive routing
A qualified request is reviewed by Vital Investment Management, LLC and goes to one supervised person. If that person declines within 15 minutes, we may make one additional introduction inside the firm. We do not sell the same household to five unaffiliated firms.
Speed to first conversation
Vital supervised persons are asked to make first contact within 10 minutes. Profiles stay readable. Calendar links sit on the profile page, not in a marketplace feed.