One Day In July specializes in Vermont Wealth Management. We approach wealth management differently than most other firms in the state, however. We believe fundamentally in three things:
A new era of Vermont wealth management is dawning, as One Day In July LLC gets between investors and the financial industry and strips away the excessively high fees that have been muting returns. Actively managed mutual funds are a culprit, and instead of using them we only use collections of low-cost index funds.
We have blended some of John Bogle's low-cost indexing theories with asset diversification ideas from David Swensen, who runs Yale University's endowment.
Available for meetings in Rochester, VT and surrounding areas.
Available for meetings in Bennington, VT and surrounding areas.