Vigilant Wealth Management (“Vigilant” or the “Company”) is an SEC registered investment advisor located in the State of Maine and in the State of New Hampshire. Vigilant is in compliance with the current registration and/or notice filing requirements imposed upon SEC registered investment advisors. The Company only transacts business in those states in which it is properly registered, or qualifies for an applicable exemption or exclusion from such state’s registration requirements. Vigilant will not render investment advice to any individual or company unless Vigilant is first registered in the client’s state of residence or unless Vigilant satisfies an applicable exemption or exclusion from such state’s registration requirements.

The Company does not effect transactions in securities or render personalized investment advice via the Company’s website. This website is limited to providing general information about the Company and its investment advisory services. It is for informational purposes only and should not be construed by a client or a prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Vigilant’s specific advice is given only within the context of its contractual agreements with each client. Investment advice may only be rendered after the delivery of Form ADV Part II (an investment advisor’s disclosure document) and the execution of an investment advisory agreement by the client and Vigilant. Form ADV Part II, which discusses Vigilant’s business operations, services, and fees, is available upon request.

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by Vigilant), or product made reference to directly or indirectly on this website, will be profitable or equal to corresponding indicated performance levels.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from Vigilant or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.

Any charts, graphs or tables used on this Website are for illustrative purposes only and should not be construed as providing investment advice.

Vigilant has adopted the Code of Ethics and Standards of Professional Conduct of the CFA Institute. The CFA Institute is an international, nonprofit association of more than 57,000 investment practitioners in over 106 countries. For more information please see the CFA Institute website at

Go back