VICKERY CREEK CAPITAL MANAGEMENT

Overview

Vickery Creek Capital Management is an independent RIA that concentrates on individually tailored advice for individuals and families. The firm combines fee-based portfolio management with financial planning, and it supplements its advisory work with educational seminars and published materials aimed at clients and prospects. Investment activity shows a clear preference for fixed-income solutions — investment-grade corporate bonds represent a substantial portion of client assets — while the firm also uses third-party alternative managers to broaden return sources and manage risk. As an insurance broker, Vickery Creek integrates insurance and annuity products into some client plans alongside traditional portfolio management. The firm delivers both discretionary portfolio management and non-discretionary advice, charging via a percentage of assets under management and hourly fees depending on the engagement.

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Investments & Alternatives

Location & Offices