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About Vital Investment Management
Vital Investment Management LLC is an SEC‑registered investment advisory firm headquartered in Loveland, Colorado. As a fee‑only fiduciary, it pledges to put client interests ahead of its own. Clients receive personalized investment management and financial planning delivered by advisors who build long‑term relationships and treat them like family. The firm’s planners construct portfolios using model allocations of mutual funds and exchange‑traded funds, and they offer discretionary or non‑discretionary management depending on client preference.
Comprehensive planning services encompass retirement, estate and tax strategies, pension consulting and ongoing plan monitoring. Vital Investment Management distinguishes itself by operating locally in Northern Colorado and by focusing on peace of mind rather than scale. Its stated mission is to align goals with clients and provide a unique wealth‑management experience where investment decisions are made locally and the service feels personal. The firm emphasizes fiduciary duty, trust, and tailored guidance as the hallmarks of its practice.
Pricing options
Regulatory filings
Areas of specialty
- Investment Management
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Small Businesses
- Retirement Planning
- Pension Consulting
- Educational Seminars and Workshops
- Discretionary Portfolio Management
- Non‑Discretionary Portfolio Management
- Comprehensive Wealth Management
More about Vital Investment Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 300811 | 4 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Vital Investment Management.