One of the most common concerns we hear when a client approaches us about Vermont investment management is that "investment 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 managers.
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 at the number below and do a free consultation via phone or in person at our office in Burlington, Vermont.
By using index funds and charging low fees, we aim to improve the state of investment management in Vermont.