wiseradvisor

David Eads
Vital Investment Management

Tel: (970) 776-3316
4045 St Cloud Dr
Suite 220
Loveland, CO 80538

The Difference is Vital

Vital Investment Management | Financial Advisor in Loveland ,CO

About Vital Investment Management

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.


General Information

Firm Start Year:   2019
No.of Employees:   2-4
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


Services

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 Information

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


Board Positions

Organization:  Meals on Wheels Fort Collins  Fort Collins, CO
Position :  Treasurer
Duration :  8/2014-Currently holding


Education

Bachelor of Science  Colorado State University - Fort Collins, CO
- 12/2006



Faqs

  • What are your qualifications? What is your education background? Dave is a Certified Financial Planner. He has Bachelor's of Science degree from Colorado State University, plus undergraduate coursework to complete the CFP designation requirements.
  • What is your approach to financial planning? Our approach to Financial Planning is holistic and comprehensive. We look at your financial and lifestyle goals, current position, and ability to take risk. Wed then create a road map to help guide you to meet your personal goals.
  • What services do you offer? Fee-only investment management and financial planning.
  • How many clients do you currently manage? 125
  • Will you be the only person working with me? No, Dave will be your personal advisor, but you will also work with your personal Executive Client Service Manager at the firm.
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Disclaimer

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 Eads

David Eads

CERTIFIED FINANCIAL PLANNER™ Certificant

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.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 4:00 PM

Communities Served

Bellvue Berthoud
Drake Eaton
Erie Evans
Firestone Fort Collins
Frederick Gilcrest
Glen Haven Greeley
Johnstown La Salle
Laporte Longmont
Loveland Lyons
Mead Milliken
Pierce Platteville
Timnath Windsor
Boulder

News & Events

Financial Planning Magazine Cover
When: 10/01/2019
Details:David Eads with Vital Investment Management is on the cover of Financial Planning magazine. Read more about him in the article. ...more


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