VITALITY CAPITAL MANAGEMENT, LLC

Overview

Vitality Capital Management, LLC is an independent registered investment adviser that serves individuals, families and select institutional clients. The firm blends financial planning and portfolio management with accounting expertise, positioning itself to advise on both investment strategy and tax/financial reporting considerations. Service offerings include hourly and fixed-fee engagement options alongside a traditional percentage-of-AUM fee model, which lets the firm work with a mix of smaller-planned engagements and ongoing asset management relationships. Investment activity skews toward equities, with a clear preference for exchange-traded instruments as the primary building blocks of client portfolios. The firm provides portfolio management for individuals and small businesses, offers pension consulting and runs educational seminars and workshops, indicating a mix of advisory relationships that range from do-it-for-me discretionary management to consultative and planning-first engagements.

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Public Holdings

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Location & Offices