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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
However exciting retiring abroad may sound, it deserves considerable planning.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.