Vermont Investment Management

One of the most common concerns we hear when a client approaches us about Vermont investment management is that "financial advisors all seem the same." We would like to draw attention to some fundamental differences between One Day In July LLC and other Vermont investment management firms.

• We use primarily low-cost index funds. Exceptions to this are at client request.
• Our own fees, which you can see here, are simple to understand and are public on this site.
• We are not paid commissions by the funds we use. The client is the only person who pays us.

It is common that a new client looking for Vermont investment management will bring in statements and we will see many high-fee mutual funds, annuities, and other instruments in their accounts. This is a practice we make an effort to end.

If you are looking for Vermont investment management, please contact us to do a free consultation via phone or in person at one of our Vermont locations in Burlington, Middlebury, Montpelier, Rutland, or Vergennes. We are also available for meetings throughout the state. We service clients across the U.S. from our offices in Vermont, New Hampshire, and Pennsylvania.

By using index funds and charging low fees, our financial advisors aim to improve the state of investment management in Vermont.