206 Main Street Suite 20
Vergennes, VT 05491
206 Main Street Suite 20
Vergennes, VT 05491
Vermont Investment Management
Our philosophy begins with understanding that every client is unique, and as fiduciaries, the needs of our clients come first. Just as the investment solution should be tailored to the client's unique liability or risk profile, we believe that a client service approach should also be flexible to the specific needs of our clients.
Our financial services include development of an investment plan, risk assessment, asset allocations, security selection and ongoing risk monitoring.
Use the form on this page to schedule a free consultation, or contact us via phone or email.
One Day In July was notified of its status as winner of the 2024 Best Financial Planning / Investment Firm award on 4.11.24. Winners of VermontBiz's 2024 BOB Awards were determined by a survey of Vermont Business Magazine readers conducted from January 1 – March 1, 2024. ODIJ licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms being awarded with placement on the 2024 USA Today Best Financial Advisory Firms list (published 4.23.24) are determined by recommendations from clients and peers and a firm's development of assets under management (AUM) in both the short-term (1-year) and long-term (5-years). Learn more here.
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With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.
206 Main Street
Vergennes, VT 05491