Who this is for
Individuals and families who want a fiduciary to manage investments with the same seriousness they bring to the rest of their financial life.
Personally tailored portfolios
Investment Management
Personally tailored investment advice and implementation for each of your portfolios.
Clients come to Vital for personalized, useful investment management. They stay because decisions are made by people who know them, not by a distant trading desk.
We manage investments as a registered investment adviser: discretionary or non-discretionary, with a process you can understand. The starting point is your goals, taxes, and cash needs, not a model.
If a large share of your net worth is still inside a business or a concentrated position, that changes position sizing, cash needs, tax location, and how aggressively we should, or should not, be.
Tailored investment decisions for each client’s portfolio are made in New England by Rusty, after thorough review with each client.
What you should walk away with
- A written investment policy that matches your goals and risk you can live with
- Portfolios built for your time horizon, tax situation, and liquidity needs
- Tailored investment decisions made in New England by Rusty, after thorough review with you
- Ongoing management with a fee-only fiduciary, not a product shelf
- Clear reporting you can actually read
Try a related tool
Walk away with a number or a score before you book time. Every result is illustrative only.
Start here
Financial Clarity Assessment
Eight questions. Four scores. A plain-language read on cash, visibility, investment alignment, and readiness for the next chapter.
3 minutes
Open Financial Clarity AssessmentAfter a sale
Owner Wealth Gap
See whether an illustrated sale, plus what you have invested today, could support the income you want later.
2 minutes
Open Owner Wealth GapReady to talk about investment management?
Rusty will tell you if this is the right starting point, or if another part of the work should come first.