Vickerman Investment Advisors, Inc.

Vickerman Investment Advisors serves individuals (including high-net-worth clients), foundations, employer‑sponsored retirement plans, charitable organizations, institutions, trusts, and estates, providing ongoing investment management, portfolio trading and rebalancing, financial planning, retirement and estate planning, and tax consulting. The firm offers discretionary portfolio management and an automated, client‑exclusive program called Buckets for clients who choose that option.

The firm’s investment philosophy is grounded in Modern Portfolio Theory and emphasizes diversified allocations across equities, fixed income, mutual funds, and ETFs, with implementation using both long‑ and short‑term purchases and, when appropriate, margin. For discretionary accounts the firm executes day‑to‑day transactions without prior client consent; Buckets is an automated, risk‑tolerance‑driven program that is not individually tailored and the firm discloses potential operational conflicts associated with that program.

Noteworthy aspects include managing roughly $632 million in discretionary assets with a five‑advisor team and the firm’s use of client testimonials in advertising, a practice that is uncommon among peers. Several representatives hold CFP credentials and serve in leadership roles in local financial planning organizations, and the brochure discloses custody and custodian arrangements and limited situations where the firm has agreed to pay client accounting fees for certain existing or grandfathered clients.