Fort Vancouver Investment Management, LLC
Fort Vancouver Investment Management, LLC is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Vancouver, Washington, United States. Founded in 1996, the firm provides customized financial solutions focused on maintaining clients’ lifestyles through life transitions including retirement and legacy planning. FVIM emphasizes long-term relationships and personalized service, guided by a team of advisors dedicated to client-centered financial planning. The firm serves individuals and families, focusing on fiduciary responsibility and transparency.
Investment Strategy
Fort Vancouver Investment Management follows a client-focused, fiduciary approach to investment management, centering its strategy on offering customized financial solutions tailored to each client's needs and goals. The firm operates as a fee-only RIA, and its philosophy emphasizes making recommendations that serve clients’ best interests—helping them maintain control over their financial futures through all of life's personal and professional milestones. FVIM’s approach involves simplifying complex financial matters and providing guidance through important financial decisions and transitions.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 13.41% | $19.6M | 34,526 | $502.02 | $568.03 | +$1.7M |
A AVUV | AMERICAN CENTY ETF TR | 10.47% | $15.3M | 168,120 | $87.50 | $91.10 | +$1.9M |
A AVEM | AMERICAN CENTY ETF TR | 8.00% | $11.7M | 170,713 | $60.20 | $68.54 | +$1.5M |
S SCHF | SCHWAB STRATEGIC TR | 7.50% | $11.0M | 496,673 | $19.18 | $22.10 | +$37.5K |
V VXF | VANGUARD INDEX FDS | 6.47% | $9.5M | 49,107 | $167.83 | $192.71 | +$948.5K |