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David Eads

Vital Investment Management

4045 St Cloud Dr
Suite 220

Loveland, CO 80538
(970) 7763316

The Difference is Vital

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

CRD#

6058093

Firm CRD#

300811

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

7

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, Businesses, Non-Profit Organizations, Investment Clubs

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Stocks, Bonds, Mutual Funds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via email, Via phone, At your home, Video Conference, At my office

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 65

Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)

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

I am a fee-only financial professional

Minimum Portfolio Size for New Managed Accounts

$300,000

Compensation Methods

Based on Assets

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

Education

Bachelor of Science -

Colorado State University
- 12/2006

Disclosures

https://vimadvisor.com/disclosure/

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.