206 Main Street | Vergennes, VT 05491
'23 Mid-Year Client Letter
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.
Financial Advisor, Vergennes VT
206 Main Street
Vergennes, VT 05491
One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm award on 4/10/2023. Winners of Vermont Biz's BOB Awards are determined by a survey of VT Business Magazine readers. ODIJ licensed the use of the USA Today logo through a payment to Statista Inc. Firms being awarded with placement on the USA Today list (published 4/26/23) are determined by recommendations from clients and peers and a firm's growth of Assets under Management (AUM).
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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.
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