One Day in July
Closed
77 College St
Burlington, VT 05401
One Day In July is an independent investment firm based in Burlington, VT, providing personalized investment management and financial advice to individuals, families, and institutions. Committed to being fiduciaries, they prioritize their clients' interests by focusing on low fees and transparent financial practices.
The firm employs a diversified index investment strategy using low-cost ETFs, aiming to minimize expenses and taxes while maximizing portfolio performance. By rejecting commission-based compensation and mutual fund revenue sharing, One Day In July eliminates potential conflicts of interest, ensuring clients receive unbiased financial guidance.
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