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David Vomund

Advisor at Vomund Investment Management, LLC

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Vomund Investment Management, LLC logo

Firm

Vomund Investment Management, LLC

Location

Incline Village, NV 89451

Credentials

Series 65

Industry experience

27 years

About

David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.

Client services

Based on Vomund Investment Management, LLC

Portfolio management

Expertise

Based on Vomund Investment Management, LLC

Passive / index investing Active portfolio management Income planning

Fee options

Percentage

$0 - $500,000: 1.2% annually $500,000 - $1,500,000: 1.0% annually $1,500,000+: 0.8% annually

Other

Account minimum: $50,000 (negotiable)

Location

889 Alder Avenue, Suite 202

Incline Village, NV 89451

Most active in

California · Nevada · Texas

Work history

Vomund Investment Services

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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