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 ultra 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 investment management will bring in statements and we will see, in their accounts, many high-fee mutual funds, annuities, and other instruments. This is a practice we make an effort to end.

If you are looking for Vermont investment management we encourage you to contact us for a free consultation via phone or in person at one of our Vermont locations: Burlington, Shelburne, or Stowe.

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



How We Are Different
Low-fee index funds. Transparent & fiduciary financial advisors.
Local Financial Advisor
We are in your community We are local.
Investment Management
We tailor to each client. Index funds at the core.
About Us: Past and Future
Founded on a simple idea, growing fast.
Dan's Corner
Meaningful musings from our founder.
Fiduciary
Your best interests are our priority.
Low Fees
Our fees are among the lowest in the nation.
Financial Planner
Financial advisor optimizes your financial picture.
U.S. Treasury Bonds
Use Treasury Bonds to reduce risk.
Book Recommendations
Here are some of our favorites
Who We Serve
We work with clients nationwide from all financial backgrounds.
When Should I Invest?
Life transistions = important financial decisions.
Retirement: 401k and More
Retiring? Plan the future you want.
IRA Rollovers
401k Rollovers. IRA Rollovers
Active vs. Passive Investing
We believe there is a winner in this debate.
The Investment Process
How we work: low-cost index funds, personalized attention.
Simplicity
Simplicity is the ultimate sophistication.
Investing: What to Focus On
Low-fee index funds. fee-only advisor.
Switching Financial Advisors
Can be uncomfortable, but an important step.
Advisor Recruiting
We attract top-tier talent. Not your usual firm.
Basic Investing
Let's start with Investing 101.
Understanding Your Financial Statement
Let's break it down to basics.
Index Funds
Broad market exposure, low expense.
Behavioral Finance
Nudge vs. Sludge.
Advanced Investing
Let's geek out on stats, figures, and fundamentals.
How Financial Firms Bill
Fee-based vs. fee-only, and lots more.
Who Supports Indexing?
Bogle, Swensen, Buffett, and others.
Transparency
One click to see our fees..
Mutual Funds vs ETFs
Clarifying the difference.
Does Stock Picking Work?
The resaerch says no.
Countering Arguments Against Index Funds
What happens in a down market?
Annuities
Lots of fees, little clarity.
How Do Mutual Funds Work?
Invest in the basket.
New Client? Anxiety is Normal.
The emotions of the new investor.
Financial Terms Glossary
Common investment terms you should know.
Inflation
Inflation through the investment lense.
Retired Investing
Retiring? Let us help.
Young Investors
Plant a seed, watch it grow.
High Net Worth Investors
Preserve and grow your wealth.
Investing an Inheritance
Prioritizing and planning for the future.
Widowed Investors
Managing money after a loss.
Female Investors
Your voice needs to be heard. We are listening.
For the Business Owner
Choosing what's best for your business.
Socially Responsible Investors
ESG Investing basics.

Why The Name?

Locations

Vermont

New Hampshire

Maryland

United States

Materials

Our Brochure

Advisors: Join Us

Careers

Articles on Investing

About the Secure Act

Quarterly Booklets

Services

Individual Accounts

401(k) Plans

Fiduciary

Resources

Vermont Investment Management

Vermont Retirement Planning

Vermont Wealth Management

Vermont Financial Advisors

Investment Tools

Individuals

Shelburne, VT Financial Advisors

Frank Koster | Josh Kruk

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisors

Steve Schleupner

(301) 514-4499

Burlington, VT Financial Advisors

Hans Smith | Katie Muttitt

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Portsmouth, NH Financial Advisors

Paul Barry

4 Market Street, 2nd Floor

Portsmouth, NH 03801

(603) 531-3773

Frederick, MD Financial Advisors

Steve Schleupner

(301) 514-4499


Disclosures

© One Day In July LLC. All Rights Reserved.