INTRODUCING
VIMVEST ADVISORS
§
“Our investment services are extremely low-cost
through utilizing structured exchange traded funds
that are globally diversified across 45 free countries
and automatically rebalanced.” - Phillip Dickson
CD Advisory Group has changed its name to Vimvest Advisors to align itself
with the groundbreaking financial app created by its partner company, Vimvest.
The company has plans that are separated into three categories depending on
clients’ time horizons. Plans for growth build on proven economic research
that allow for growth while minimizing risk. Plans for protection help insulate
savings from the vagaries of the stock market to provide guaranteed pension
income, and plans for retirement include income planning, Social Security
strategies, asset growth protection and tax analysis.
Vimvest Advisors works in a fiduciary capacity and has a buy and hold approach
to investing. Its philosophy is based on 50 years of research by three Nobel
laureate economists–Eugene Fama, Kenneth French and Merton Miller–who
have helped shape modern portfolio theory.
Because Vimvest Advisors values transparency, they promote education, offering
two workshops each month. These events are designed to provide helpful
information about wealth building and retirement planning, including portfolio
management, diversification, asset allocation, fee structures and more.
Vimvest & Vimvest Advisors
Margaret Hixon, President;
Stuart Dickson, Co-CEO;
Phillip Dickson, Co-CEO
Justin Bailey, CTO