(802) 777-9768
206 Main Street Suite 20 | Vergennes, VT 05491
(802) 777-9768
206 Main Street Suite 20
Vergennes, VT 05491
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.
Our office in Vergennes, VT is located at 206 Main Street in Suite 20.
Use the form on this page to schedule a free consultation, or contact us via phone or email.
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Being a fiduciary means that we are legally and ethically obligated to always put the interests of our clients ahead of our own.
One Day In July serves a wide variety of clients in Vermont and across the United States. Our clients range from high-net-worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors and retired investors.
It is almost impossible to overstate the importance of low fees in investing. A difference of 1% in fees over an investment lifetime can add several years of work to retirement.
An index is a group of companies that make up a specific market sector or asset class. When you purchase shares of an individual company you are exposed to only that company’s gains or losses. When you purchase shares of an index fund you are purchasing exposure to all the companies in the index it tracks, all at once.
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