Vimcor

Vassalotti Investment Management Corporation provides discretionary investment management, financial planning, equity research, and targeted advisory services, along with personal income tax preparation, payroll/bookkeeping and computer consulting. The firm serves individuals (including high-net-worth clients), trusts and estates, corporations and other business entities, and pension/profit-sharing plans, and as of November 2024 reported about $15.6 million in assets under management across 259 client relationships.

The firm employs a bottom-up, fundamental analysis process using internal research and external sources that feeds a proprietary valuation model, and implements customized portfolios through individual bonds, equities and ETFs to pursue tax efficiency and avoid layering of fees. Asset allocation and diversification are tailored to client goals and risk tolerance, with ongoing discretionary management and quarterly review processes.

What is atypical for a firm of this type is the combination of a relatively large client base for its scale and the provision of other financial and administrative services: it offers tax preparation (including discounted services for clients), payroll processing and computer services that occupy roughly 10–15% of its time, and it uses standing letters of authorization with a substantial subset of clients. The firm also manages held-away defined contribution participant accounts via a third‑party platform—rebalancing with discretion but avoiding custody—and operates with a fee-only compensation model while emphasizing individual security selection and tax-sensitive portfolio construction.