Investment Management Services

Does thinking about your finances make your head spin? At Vector Wealth Management, our talented advisors provide a guiding hand to help you navigate the often confusing world of investing and make smart choices with your hard-earned money.

Our Minneapolis-based firm is like your personal CFO, coaching you through every money decision—big or small. We are your dependable partner, guiding you to make good choices with your money and time. Our team will work tirelessly to grow your nest egg and ensure you can live out your retirement years in comfort and security.

So, What Exactly is Investment Management?

When you hire an investment manager like the experts at Vector, you entrust us with deciding how to invest and distribute your savings and 401(k) to achieve your short—and long-term financial goals. 

Our investment gurus will develop a customized game plan outlining precisely how to allocate your assets across different investment categories, such as stocks, bonds, real estate, and cash.  We’ll also evaluate your future needs and match your investments to an ideal timeline for maximum benefit.  We'll recommend specific funds and securities to buy and sell on your behalf. Then, we'll proactively monitor and rebalance your portfolio over time as markets inevitably fluctuate.

The goal? To grow your wealth steadily while protecting your hard-earned assets from excessive market volatility. With our time-tested strategies for managing investments, you can retire confidently and sleep like a baby at night.

How Our Investment Approach is Fundamentally Different

At Vector, we bring unmatched sophistication to investment management through our proprietary SOJOURN™ wealth management system. It's like having a personal chief financial officer who integrates the various aspects of your financial life into one cohesive, tax-optimized investment policy.

We divide your assets into four strategic "buckets" or portfolio segments to simultaneously fund your current income needs, protect your principal, grow your wealth through compounding, and ideally leave a legacy for future generations or charitable causes.

Our expert asset allocation methods across these segments are guided by your specific life situation, goals, timeline, and risk tolerance - not just a cookie-cutter model portfolio. We'll make smart tax moves like locating investments across the right account types and harvesting losses to cut your annual tax bills when the opportunity is right.

You can count on our disciplined investing process, which is focused on low-cost funds, meticulous portfolio rebalancing, and and aligning your goals to your investment policy. There are no get-rich-quick gimmicks here—just principled, evidence-based investing.

But We're Not Just Investment Managers...

While expertly managing your investment portfolio is our bread-and-butter, Vector offers a true wealth management experience covering all aspects of your financial life. Our team has skills in taxes, estates, charitable giving, insurance, Social Security, real estate, business planning for entrepreneurs—you name it. 

We'll be your financial co-pilot, helping you navigate life's major money decisions and transitions like a boss, whether that's retiring with confidence, selling your business, inheriting wealth, or leaving a lasting legacy. No more stressing over the family nest egg or making decisions with incomplete information–we’ve got your back.

Experience the Vector Wealth Management Difference

We're more than just investment experts—we're your trusted financial advisors and life guides rolling up our sleeves to secure your financial future. As a fee-based  fiduciary firm, we are legally obligated to always put your best interests first. There are no conflicts, no product sales, and no fuss.

If you're looking for truly personalized investment management from a highly credentialed team that will treat you like family, we're the firm for you. Join hundreds of individuals and families across Minnesota and beyond who have experienced newfound peace of mind by partnering with Vector.

Ready to stop going it alone? Take a break from stressing over your finances, and contact us to schedule an introductory call with one of our top-notch advisors today. Your future self will thank you!

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