BURLINGTON, Vt. (PRWEB) March 23, 2021
The investment firm One Day In July LLC, headquartered in Burlington VT, has been named a finalist in the Family Wealth Report Multi-Family Office (New Entrant) category. This is a testament to the hard work our 14-person team of financial advisors and staff put in every day, lowering fees for clients and investing them in low-cost index funds.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams, and individuals serving the family office, family wealth management, and trusted advisor communities in North America during the previous calendar year.
The Family Wealth Report Awards are judged by an independent panel of over 30 judges drawn from family offices, private banks, trusted advisers, consultants, and other service providers. The judging panel relies on independence, integrity, and genuine insight, and seeks to avoid conflicts of interest.
About One Day In July
One Day In July is an investment firm founded in 2016 with the mission of providing low-cost, transparent investment solutions to individuals, institutions and retirement plans. One Day In July is a fee-only, fiduciary financial advisory firm based in Vermont.
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One Day In July was notified of its status as finalist in the Multi-Family Office New Entrant category on December 9, 2020. This ranking should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of investment performance if a One Day In July financial advisor is engaged to provide investment advisory services, nor should it be construed as a current or past endorsement of One Day In July by any of its clients. One Day In July is not affiliated with Family Wealth Report or any members of the judging panel.