Vimvest for Advisors is an all in one advisor business platform designed to simplify operations, amplify sales, and solidify the future of your business – all while giving your clients state of the art financial technology.
Make your business more efficient and impress your clients at the same time.
Your clients are your business. Follow their journey from lead to client, and track business opportunities and their financial goals from one place.
Portfolios that Perform
Our portfolio models, based on decades of investing science, give you the opportunity to provide world class investing without the need to actively trade every day.
Efficiency can make or break the success of your sales and marketing campaigns. Discover and implement proven methods that bring more return on every dollar spent.
Financial technology is racing ahead. Providing Vimvest to your clients will mean staying ahead of the technology curve, prepping for the transfer of wealth, and giving you access to new revenue models.
Let your data live in one place.
Keep your client's up-to-date financial information in the same place with the rest of your day-to-day relationship management. Your clients are on a financial journey. Our purpose built Light CRM helps you be a part of that journey.
Our team of experienced portfolio managers have crafted a set of options for every type of client. Provide your aggressive and conservative clients with a balanced, structured portfolio, based on their risk.
You coach your clients to stay the course. We will manage the portfolio.
These special educational events, featuring industry veterans Stephen McLeod and Don Holt, will show you new and innovative ways to leverage financial technology to differentiate yourself from the crowd and accelerate the growth of your business in the digital age.
Proven methods to sharpen client conversion and retention.
The financial industry is extremely competitive, as you know. Sales and marketing techniques can make a big difference in maximizing your ROI. Learn to consistently implement proven methods to win more clients and keep them.
You work hard to develop relationships with your clients, and then someone else gets the rest of their financial business. With Vimvest, we are working to give you more tools to increase revenue and participate in the larger, generational wealth transfer.
Kevin Harrington has experience growing businesses to hundreds of millions in revenue. Hear from the Original Shark on Shark Tank on how Vimvest for Advisors can help make your business more successful.
Vimvest Holdings, LLC(“Vimvest Holdings”) is the parent company and is owned by Vimvest Management,Inc. and several outside equity holders. Vimvest Management Inc. is owned byMargaret Hixon, Phillip Dickson, Stuart Dickson and Justin Bailey.
Vimvest Holdings owns three investment affiliates, two of which are investment adviser affiliates, Vimvest Securities,LLC (“Vimvest Securities”), an SEC registered investment adviser and Vimvest Financial d/b/a HD Money, Inc.(“Vimvest Financial”), a Florida state registered investment adviser. Insurance services are provided through a third affiliate,Vimvest Advisors, LLC (“Vimvest Advisers”).
Vimvest Securities, an SEC registered investment adviser, has two separate business lines. The first, which operates under the name of Vimvest is a direct to consumer internet advice division where clients establish an online investment advisory relationship. The second business line operates under the name, Vimvest forAdvisors d/b/a Vimvest Securities and is a sub-advised service to clients of third party investment advisers and broker-dealers.
Vimvest Financial, a Florida State registered investment adviser, provides access to the asset management services of Vimvest and as well as provide financial and insurance planning. Vimvest Advisors, LLC,a registered insurance agency provides access to a variety fixed and fixed indexed annuity products.
The content within this website is not to be construed as an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed.This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, oran offer to provide advisory or other services by Vimvest or Vimvest Financial in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial or investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
Advisory relationships may commence up on either Vimvest’s receipt of an executed advisory contract and client risk profile information and client’s receipt all applicable disclosure documents. For more information on Vimvest Securities andVimvest Financial d/b/a HD Money Inc. please visit www.adviserinfo.sec.gov and follow the search criteria. In addition, by clicking on the following hyperlink you may access Vimvest Securities’ Client Relationship Summary (“Form CRS”).