Vickery Creek

Investment Process

The focus of the Vickery Creek investment process is based upon a top-down, macroeconomic, determinate set of investment criteria that ultimately helps to determine asset allocation, industry emphasis, sector selection, and individual security selection (for both equities and fixed income), based upon factors such as stability, quality, the potential for future earnings per share growth and dividend yields. Outside economics and securities research is analyzed to form the opinions and ultimately the advice given to clients.  A client's risk tolerance, time horizon, and tax situation are all considered when providing advice. In addition, a client's F.O.R.M. planning analysis results (see under "planning process" tab on About page), are considered in conjunction with the firm's overall posture with regards to specific client investment recommendations. Vickery Creek is an independent, fee-only registered investment adviser, and as such, does not receive any commissions or special compensation based on specific investment recommendations.

- Vickery Creek provides ongoing monitoring and management services over client portfolios. (See "Client Commitment" tab on Home page).

- Vickery Creek will offer these services on either a discretionary or non-discretionary basis as specifiied in the client agreement.

- Vickery Creek may provide recommendations of outside registered investment advisers for the specific investment management services over certain client assets. This service is offered on a non-discretionary process.

Please contact us if you would like to receive a copy of our complete Form ADV which is on file with FINRA and is public domain. Contact us at: invest@vickerycreek.net