About

Why Choose Us

Vault Investment Partners is an independent, fee-only investment advisory firm. We believe that our four core values set us apart from the typical financial advisor.

  1. People First: We reject the path of large financial institutions which cares more about profits than people.
  2. Integrity: We do what we say we will do.
  3. Relentless Discipline: Successful investors follow a strict process and do the things that most are unwilling to do.
  4. Long-Term Focused: We begin with the end in mind and we keep your eyes on the prize.

Experienced

When I was 18, my mother decided I was ready to take over the finances.
“It is always the best discretion to let the market show us where it is going and just simply follow (this would be prudent), rather than predict where the market is going and place a position (this would be gambling).”

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (419) 355-0279
  • E-Mail:
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Clients

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC. | Disclosure
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