Vickery Creek Capital Management

Vickery Creek Capital Management serves a selective group of individual and family clients, generally those with significant investable assets, providing investment management alongside comprehensive financial planning services such as retirement income planning, tax and estate planning, education funding and insurance review. The firm offers both discretionary and non‑discretionary portfolio management and also provides advice through one‑time or hourly engagements when clients seek limited‑scope planning.

The firm’s investment process is a top‑down, macroeconomic, determinate approach that emphasizes retirement income objectives framed as “income now” and “income later,” and implements diversified portfolios using bonds, equities, mutual funds and ETFs with limits on individual security weightings and no short‑selling. Client goals are documented and reviewed regularly; account reviews and written portfolio updates occur at least quarterly, and the firm places emphasis on educating prospective and existing clients about its strategies.

Notably, the firm’s principal is also active as an independent insurance agent and collaborates with an outside insurance consultant to shop nonproprietary life, disability, long‑term care policies and fixed indexed annuities with guaranteed lifetime‑income features; insurance transactions can generate commissions and are disclosed to clients. The firm’s routine provision of written periodic communications and its explicit front‑end client education and workshop‑style engagement are features the brochure highlights that are less common among similar small advisory firms.