VITAL INVESTMENT MANAGEMENT LLC

Overview

Vital Investment Management LLC is an independent, owner-operated registered investment adviser that provides advisory services to both individuals/families and institutional clients. The firm offers a mix of financial planning and portfolio management across private clients and small business or institutional relationships, and it runs educational seminars and workshops as part of its client service model. Fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements, giving flexibility for planning and advisory projects as well as ongoing asset management. From an investment approach standpoint, Vital structures client portfolios around pooled public funds—primarily mutual funds—and supplements those core exposures with third-party alternative managers. The firm is not positioned as a capital allocator; instead it hires external managers for hedge funds, private placements, private credit and real estate strategies. Vital does not identify as an active ESG investor and operates as a single-state registered adviser with an independent RIA classification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices