Vital Investment Management LLC is a Fee-Only fiduciary Registered Investment Advisor firm
located in Northern Colorado.
We know our clients like family and constantly strive to give them the highest level of service they'll ever experience.
If you're looking for a small, family-office experience you've come to the right place.
Do you want an advisor that is passionate about investment management and financial planning? The founder of Vital Investment Management, David Eads, has had an affection for investments since he was 8 years old. It all started with a 4th Grade stock picking project at his elementary school in Loveland, CO. After researching stocks to track for the semester, David settled on two. He's been hooked on investment research and planning ever since. Reach out to Vital Investment Management to learn how a firm that's passionate about what they do can help you!
David Eads, CFP® is a NAPFA-Registered Financial Advisor.
|Firm Start Year:||2019|
|Name of Custodial Firm:||Charles Schwab|
|Number of Years with Current Firm:||1|
|Work Experience:||Dave Eads is the CEO and Wealth Manager for Vital Investment Manager, LLC. He was a Partner, Vice President, and Senior Advisor at Colorado Financial Management for seven years. He was the Chairman of Colorado Financial Management's Investment Committee in Northern Colorado for seven years before starting his own independent Family Office.|
|I work with the following types of clients:||Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations|
|Investment Types:||Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your home, At your office, Via phone, Via email, Video Conference, At my office|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)|
|Firm's Number of Clients:||128|
|Firm's Number of Planning Clients:||118|
|Firm's Number of Managed Clients:||128|
|Assets Managed by Firm:||$101,000,000|
|Advisor's Number of Clients:||125|
|Advisor's Number of Managed Clients:||125|
|Advisor's Number of Planning Clients:||115|
|Assets Managed by Advisor:||$101,000,000|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$300,000|
|Compensation Methods:||Based on Assets, Flat Fee|
|Additional Details on Charges:||Fee percentage varies depending on the size of the account(s) managed.|
|Minimum Fee Charged for Managed Accounts:||$3,000|
|Minimum Fee Charged for Hourly Planning Accounts:||$3,000|
|Organization:||Meals on Wheels Fort Collins Fort Collins, CO|
|Duration :||8/2014-Currently holding|
|Bachelor of Science||
Colorado State University - Fort Collins, CO
Vital Investment Management, LLC is a registered investment advisory firm whose principal office is located in Northern Colorado. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Information on this website is directed toward U.S. residents only. All clients are advised that it remains their responsibility to advise their financial advisor or Vital Investment Management, LLC of any changes in their investment objectives and/or financial situation. A professional advisor should be consulted before any investment decisions are made. Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.
David is a fee-only Certified Financial Planner, specializing in financial planning & investment management. He is the founder of Vital Investment Management, LLC.
David began his professional career at U.S. Engineering Company as a Project Engineer & Project Manager. He was then a partner with Colorado Financial Management for 7 years before starting his own firm - Vital Investment Management.
He and his wife Rachel have two young sons. They live in Loveland with two dogs. They enjoy traveling and spending quality time together.
David is a native of Northern Colorado and a graduate of Colorado State University.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 4:00 PM|
Financial Planning Magazine Cover
Details:David Eads with Vital Investment Management is on the cover of Financial Planning magazine. Read more about him in the article. ...more