Vital Investment Management

VITAL Investment Management

Vital Heart

In the Merriam-Webster dictionary two definitions are provided for the word VITAL: "extremely important" and "needed by your body to keep living". At Fitzgerald Wealth Management we are passionate about the extreme importance of our client’s financial security and we work to ensure our clients live their desired lifestyle. Our VITAL investment approach addresses the key investment risk factors, Volatility, Inflation, Taxes and Longevity.

Our VITAL investment method includes implementing as many as four different strategies:

Your portfolio is developed using an independent, open architecture approach including a variety of assets such as actively managed mutual funds, individual security separately managed accounts, passive exchange traded index funds, fixed and variable annuities and real estate investment trusts. Each client portfolio is constructed to align with your financial circumstances.

As part of your financial planning process, we develop a customized wealth investment strategy that considers your accumulation, distribution and transference goals. This approach also reflects your individual risk tolerance, investment time horizon, cash flow needs, taxes and other circumstances that might impact your current or future financial position.

Additional steps to our approach include:

  • Targeted placement of investments in your various accounts in an effort to potentially maximize tax efficiency and optimize after-tax returns
  • Rebalancing the portfolio to target asset allocation can potentially help produce additional return without additional risk
  • In depth active manager selection process includes understanding of investment philosophy, historical performance, manager tenure and experience, portfolio turnover, individual position concentration and fund operation fees
  • Active and passive investments are both employed in effort to produce highest potential after-tax portfolio returns
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck