Vimvest Holdings, LLC(“Vimvest Holdings”) is the parent company and is owned by Vimvest Management,Inc. and several outside equity holders. Vimvest Management Inc. is owned by Margaret Hixon, Phillip Dickson, Stuart Dickson and Justin Bailey.
Vimvest Holdings owns an investment advisor affiliate, Vimvest Securities,LLC (“Vimvest Securities”), an SEC registered investment adviser. Insurance services are provided through a second affiliate, Vimvest Advisors, LLC (“Vimvest Advisors”).
Vimvest Securities, an SEC registered investment adviser, has two separate business lines. The first, which operates under the name of Vimvest is a direct to consumer internet advice division where clients establish an online investment advisory relationship. The second business line operates under the name, Vimvest Securities d/b/a Vimvest and is a sub-advised service to clients of affiliated and unaffiliated financial institutions. HD Money d/b/a/ Vimvest Financial, a Florida State registered investment advisor and an affiliate entity, provides access to the asset management services of Vimvest Securities and provides financial and insurance planning. Vimvest Advisors, LLC, a registered insurance agency and affiliated entity, provides access to a variety fixed and fixed indexed annuity products.
The content within this website is not to be construed as an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed.This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, oran offer to provide advisory or other services by Vimvest Securities or HD Money d/b/a Vimvest Financial in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial or investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
Advisory relationships may commence upon either Vimvest’s receipt of an executed advisory contract and client risk profile information and client’s receipt all applicable disclosure documents.
For more information on Vimvest Securities and HD Money d/b/a Vimvest Financial please visit www.adviserinfo.sec.gov and follow the search criteria. In addition, by clicking on the following hyperlink you may access Vimvest Securities’ Client Relationship Summary (“Form CRS”).