Vital Investment Management LLC

Vital Investment Management, LLC offers personalized asset management, financial planning, and pension consulting services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm primarily follows a value-investing strategy utilizing exchange-traded funds and mutual funds, often incorporating tactical asset allocation models developed by Ned Davis Research. Vital Investment Management is legally required to act in your best interest as a fiduciary. Clients can receive ongoing monthly financial planning or standalone modular financial plans covering topics like retirement, cash flow, and tax analysis through tools such as eMoney and Holistiplan. The firm also provides pension consulting for employer-sponsored plans, including 401(k)s and profit-sharing plans.