Vital Introductions
A boutique introduction service of Vital Investment Management, LLC for US households with at least $1,000,000 in investable assets or at least $250,000 in annual income.
A service of Vital Investment Management, LLC, an SEC-registered investment adviser. 4045 St. Cloud Drive, Suite 220, Loveland, CO 80538. CRD 300811. (970) 776-3316.
Review the firm on Investor.govVital Introductions is a service of Vital Investment Management, LLC, an SEC-registered investment adviser with a principal office in Loveland, CO. Firm CRD 300811.
Vital Investment Management, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser (CRD 300811, SEC file 801-114889). Vital Introductions is a brand of that firm, not a separately registered adviser. SEC registration is a fact. It is not an approval, endorsement, or guarantee by the SEC or any state, and it does not imply a certain level of skill or training.
Vital Investment Management, LLC is compensated by clients under its advisory agreements, as described in its Form ADV and Form CRS. Vital Introductions does not sell the same household to a marketplace of unaffiliated firms.
Vital Investment Management, LLC has a material conflict: it has an incentive to accept a qualified household as its own advisory client. Exclusive routing through Vital is an intake rule, not a representation that Vital is the only fit, the lowest-cost fit, or the best fit.
Matching uses information you self-report. We do not independently verify your finances before an introduction request is reviewed.
The Vital Introductions website and questionnaire do not manage assets and do not provide investment, tax, or legal advice. Investment advice and asset management, if any, are provided only after Vital Investment Management, LLC accepts you as a client under a written advisory agreement.
Before engaging Vital Investment Management, LLC, review that firm's Form ADV and Form CRS, which describe services, fees, conflicts, and disciplinary history. Search CRD 300811 on Investor.gov or adviserinfo.sec.gov. You will also receive those documents when you become a client, as required.