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.
From the long-term investing goals to the short-term saving goals, as well as favorite non-profits, Vimvest allows your clients to aim every dollar exactly where they want it to go. Easily set target amounts, dates, and automatic deposits.
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.
Done with proper balance, speculating on a few favorite individual stocks can be a great way for clients to get behind companies or industries they believe in. We will provide a beautiful and simple way to do just that – in full or fractional shares.
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”).