ONE DAY IN JULY LLC
One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice or an offer to buy or sell any security.
Country/Area ：United States
Company Email ：hans.smith@onedayinjuly.com
Industry ：FinanceFinance GeneralAdvice
Company address ：77 College St Ste 3A, Burlington, Vermont, 05401, United States
Company website ：*****
Company phone ：(802) 503-8280
Established ：2016
Company Revenue ：$5,105,000
Number of employees ：<25
SIC Code ：62628
NAICS Code ：52523
Company News
One Day In July Awarded on the USA Today Best Financial Advisory Firms 2023 List
May 2, 2023
One Day In July is the sole Vermont-based investment advisory firm featured on USA Today's "Best Financial Advisory Firms 2023" list. (PRWeb May 02, 2023) Read the full story at https://www.prweb.com/releases/2023/5/prweb19307143.htm
May 2, 2023
One Day In July Named Best Financial Planning / Investment Firm by Vermont Business MagazineApr 24, 2023
In their 2023 Best of Business Awards, Vermont Business Magazine named One Day In July the best Financial Planning / Investment Firm in the state as voted on by their readers. (PRWeb April 24, 2023) Read the full story at https://www.prweb.com/releases/2023/4/prweb19290087.htm
Apr 24, 2023One Day In July Expands Staff With Four New Vermont HiresJun 6, 2022
Burlington-based financial firm, One Day In July, expanded its staff with four new hires. (PRWeb June 06, 2022) Read the full story at https://www.prweb.com/releases/2022/6/prweb18716122.htm
Jun 6, 2022One Day In July Sheds Light on High-fee Investment Products with Holiday GiveawayDec 1, 2021
One Day In July is encouraging investors to take a closer look at their financial goals going into 2022. (PRWeb December 01, 2021) Read the full story at https://www.prweb.com/releases/2021/12/prweb18361229.htm
Dec 1, 2021One Day In July Broke $500 Million Assets Under ManagementNov 12, 2021
The independent financial firm was started in 2016. One Day In July believes low-cost, diversified index funds are the best way to invest. Founder Dan Cunningham credits much of the firm's growth to its model, derived from Nobel Prize-winning research and decades of academic studies. (PRWeb November 12, 2021) Read the full story at https://www.prweb.com/releases/2021/11/prweb18325624.htm
Nov 12, 2021Web Summary
Q1: What is the physical address of ONE DAY IN JULY LLC's main office?
A1: The company does not provide a single, unified physical address for its main office. Instead, it lists various locations across the United States, including Burlington, VT; Wayne, PA; Middlebury, VT; Vergennes, VT; Rutland, VT; Hanover, NH; and Albany, NY.
Q2: What type of financial services does ONE DAY IN JULY LLC offer?
A2: The company provides a range of financial services, including financial planning, retirement planning, investing for individuals and institutions, high net worth investing, environmental investing, and wealth management. It also offers low-cost index fund investing and income and dividend-focused strategies.
Q3: What sets ONE DAY IN JULY LLC apart from other financial firms?
A3: According to the company's website, its diversified index investment strategy uses ETFs to keep fees low and mitigate taxes. This approach allows clients to avoid behavioral errors and achieve excellent portfolio performance while minimizing costs.
Q4: How does ONE DAY IN JULY LLC manage client accounts?
A4: The company manages a wide variety of accounts for individuals, families, and institutions in the Capital Region. It offers customized financial planning and investment strategies tailored to each client's unique needs and goals.
Q5: What is the company's approach to fee management?
A5: ONE DAY IN JULY LLC aims to drive down fund expenses and other financial fees people are paying to financial firms. By using low-cost index funds and minimizing taxes, the company helps clients achieve better investment performance while reducing costs.
Q6: How can potential clients get in touch with ONE DAY IN JULY LLC?
A6: The company provides several ways for potential clients to contact them, including phone numbers (e.g., 802-503-8280), email addresses (welcome@onedayinjuly.com), and online forms. It also offers a free consultation service for those interested in learning more about its services.
Q7: What is the company's mission statement?
A7: ONE DAY IN JULY LLC is on a mission to lower investment fees while improving portfolio performance. The company aims to drive down fund expenses and other financial fees people are paying to financial firms, helping clients achieve better investment results.
Q8: How does ONE DAY IN JULY LLC support its advisors?
A8: According to the company's website, its advisors serve clients in Albany, NY and throughout the Capital Region. The company provides a dedicated financial advisor for each client, ensuring personalized attention and customized financial planning strategies tailored to their unique needs and goals.
A1: The company does not provide a single, unified physical address for its main office. Instead, it lists various locations across the United States, including Burlington, VT; Wayne, PA; Middlebury, VT; Vergennes, VT; Rutland, VT; Hanover, NH; and Albany, NY.
Q2: What type of financial services does ONE DAY IN JULY LLC offer?
A2: The company provides a range of financial services, including financial planning, retirement planning, investing for individuals and institutions, high net worth investing, environmental investing, and wealth management. It also offers low-cost index fund investing and income and dividend-focused strategies.
Q3: What sets ONE DAY IN JULY LLC apart from other financial firms?
A3: According to the company's website, its diversified index investment strategy uses ETFs to keep fees low and mitigate taxes. This approach allows clients to avoid behavioral errors and achieve excellent portfolio performance while minimizing costs.
Q4: How does ONE DAY IN JULY LLC manage client accounts?
A4: The company manages a wide variety of accounts for individuals, families, and institutions in the Capital Region. It offers customized financial planning and investment strategies tailored to each client's unique needs and goals.
Q5: What is the company's approach to fee management?
A5: ONE DAY IN JULY LLC aims to drive down fund expenses and other financial fees people are paying to financial firms. By using low-cost index funds and minimizing taxes, the company helps clients achieve better investment performance while reducing costs.
Q6: How can potential clients get in touch with ONE DAY IN JULY LLC?
A6: The company provides several ways for potential clients to contact them, including phone numbers (e.g., 802-503-8280), email addresses (welcome@onedayinjuly.com), and online forms. It also offers a free consultation service for those interested in learning more about its services.
Q7: What is the company's mission statement?
A7: ONE DAY IN JULY LLC is on a mission to lower investment fees while improving portfolio performance. The company aims to drive down fund expenses and other financial fees people are paying to financial firms, helping clients achieve better investment results.
Q8: How does ONE DAY IN JULY LLC support its advisors?
A8: According to the company's website, its advisors serve clients in Albany, NY and throughout the Capital Region. The company provides a dedicated financial advisor for each client, ensuring personalized attention and customized financial planning strategies tailored to their unique needs and goals.
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