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: email@example.com
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Couples may be able to head off many of the problems in a marriage that money can cause.
There are things about Social Security that might surprise you.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Have you explored all of your choices when it comes to managing your taxable income?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.