Vitality Capital Management, LLC (“VCM”) is a fully independent Registered Investment Advisory Firm that specializes in Investment Management, Tax Planning, and Financial Planning. Our commitment to you is that we will always put your best interest first, even above our own. Our mission is to assist each client to achieve their financial goals faster and more efficiently. We accomplish this by offering high-quality services at a low-cost.
At VCM, we believe you are unique. Your situation is unique. Your financial goals and needs are unique. As such, the advice, planning, and investment management should be custom designed for you. That’s why we never use a cookie-cutter approach for our clients. Our services are always designed to meet your individual goals and needs.
Our Investment Philosophy is centered on the foundations of financial science. By utilizing the advancements of leading financial and economic research, we believe that you can invest more efficiently, accomplish your goals faster, and have a better overall investment experience.
Our approach is based on an enduring belief in the power and efficiency of the markets. Research has shown there is no advantage in trying to guess the winners and losers in the markets, or trying to time the markets.
Decades of Nobel Prize winning research has shown us that rather than trying to out-guess the markets, we can achieve higher expected returns by focusing on dimensions of the market that have been proven to out-perform over time.
These foundations are what allow our clients to achieve a better investment experience and have more peace of mind as they work towards their financial goals.
Meet Matt Romney, CIMA®
Founder & President of VCM
Have a conversation with Matt and you’ll notice that he is passionate about his work. He is driven by his passion to assist others achieve their financial goals. Matt believes in the value of lifelong learning and using that education to better the lives of others.
Matt was raised by a selfless, single mother, who at times worked 2-3 jobs just to be able to put food on the table and pay the bills. During this time, she was up to her neck in debt and Matt got to see first-hand the impact that debt and financial stress have, emotionally, physically, and financially. These experiences set him down the path to accomplish his overall purpose of assisting others in achieving true financial wellness so they may live a better life.
Matt started his career in the financial industry in 2009. He quickly grew frustrated about the industry focus on selling products for high commissions as opposed to doing what is right for the client.
From there he decided to blaze his own trails in an effort to find a better way. In 2012, he created a Cash Flow Efficiency Process that allows for saving more without having to sacrifice the enjoyment and value in life.
In 2016, Matt founded Vitality Capital Management, LLC, a registered investment advisor firm to be able to maintain complete independence and provide honest and unbiased fiduciary advice to his clients.
Matt graduated from the University of Utah with a degree in Finance. In August of 2019, Matt attained the Certified Investment Management Analyst® (CIMA®) certification. The CIMA® certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge. The CIMA® certification is one of the only proessional certifications in financial services to meet international accreditation and quality standards. Click here to learn more about the CIMA® certification.
When Matt isn’t focused on the financial world, he loves to spend time with his wife Holly and daughter Tilly.