Vickery Creek Capital Management, LLC, is an independent, investment advisory company that exists to serve a select group of successful families.
We help these families to:
1) Organize their financial affairs;
2) Make wise investment decisions.
One of the only investment firms in the United States to accurately predict the historic interest rate drop from 2010-2013, as well as the nearing normalization of Fed policy.
“Vickery Creek” is a registered investment adviser, providing investment management and advisory services based on a determinate, proprietary, top-down macroeconomic approach to investing. We provide tailored solutions to clients in need of a comprehensive investment program coordinated by one of the best investment advisers available.
Vickery Creek is an objective, fee-only firm that does not accept compensation that is based on the investments it recommends. This critical distinction means that the company's revenue is inextricably tied to the performance of client accounts. It is therefore in our best interest for client investments to perform well. Vickery Creek receives payment in a clear, direct and transparent way. We utilize bonds, stocks, ETFs, and mutual funds to help clients provide income now and income later for retirement. In addition, we use fixed index annuities, survivorship insurance, and long term care insurance when needed.
Please know that if you are a client or a prospective client, this company was created for your benefit. Each person who works for this company has a great job and people like you make it possible. Thank you for your business / your interest in our company.
Please let us know if you would like to receive our complete Form ADV - which is public domain and on file with NASAA, FINRA, and the SEC by emailing a request to: firstname.lastname@example.org
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
What’s the deal with your yearly free credit report?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Are you ready for retirement? Here are five words you should consider.
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.