Vitality Capital Management, LLC

Vitality Capital Management is a fee‑based registered investment adviser serving individuals, high‑net‑worth clients, trusts, corporations, business entities and nonprofit organizations, managing about $77 million for roughly 191 clients across three advisers. The firm offers discretionary investment management, financial planning and consulting, accounting and tax preparation support, ERISA retirement‑plan services, and public seminars or workshops.

VCM generally tailors portfolios to each client’s stated goals, time horizon and risk tolerance, documenting objectives in investment policy statements and applying modern portfolio theory and fundamental analysis to security selection and allocation. Clients receive ongoing portfolio monitoring with quarterly account reviews and the firm provides written financial plans (typically delivered within about 60–90 days) and both limited‑scope ERISA 3(21) advisory services and plan administration support (including Solo 401(k) setup).

Distinctive features include an explicit affiliation with tax and accounting businesses (VCM Tax, LLC and North Star Consulting & Tax) that provide tax preparation, bookkeeping and payroll services and to which firm representatives refer clients; some supervised persons devote material time to those affiliated services. The firm also conducts educational seminars and workshops for the public and discloses that it is deemed to have custody for a subset of clients (by standing transfer authorizations) and has procedures intended to comply with the SEC’s February 2017 no‑action guidance.