Vault Invest™

Elevate your investment game with the Vault Invest™ Service from Vault Wealth. We specialize in crafting bespoke portfolios, meticulously tailored to your unique financial goals and risk tolerance. Our comprehensive approach includes a diverse range of investment options such as individual stocks, bonds, ETFs, options, mutual funds, and more, both public and private.

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Introducing Vault Invest™

Probabilistic Approach to Investing

Our Philosophy

We believe in using a mathematical and statistical approach to investing, focusing on probabilities and stacking the odds in your favor.

Our goal is to position you to capture as much of the market's upside as possible while limiting its downside.

Rethinking Risk and Reward

Traditional vs. Optimized Investment Approach

Traditional investing often involves a linear risk-reward relationship, where higher risk is taken to achieve higher returns.

At Vault Wealth, we aim to skew this relationship in your favor, achieving a higher probable outcome with improved risk management.

Our approach targets enhancing the risk-reward relationship from a typical one-and-a-half to one, to potentially two, two-and-a-half, or even three to one.

By reducing downside risk and improving the probable outcome, even slight improvements can significantly impact your investment results.

Reducing Downside Risk

Effective Risk Management

We focus on minimizing downside risk, ensuring more consistent performance and reducing the need for large recoveries after losses.

Our strategy aims to create a lopsided risk-reward relationship, avoiding significant losses and maintaining stable returns.

Do you zig when i zag??

Portfolio Diversification and Correlation

True diversification means owning assets that are not highly correlated, reducing overall portfolio risk.

We optimize portfolios to capture market upside while minimizing downside capture, enhancing overall performance.

Deep Dive INTO Vault Invest™

See How We Stack The Odds In Your Favor

Join Luke Milholland, CFP® on a deep dive journey into our investment philosophy and how we set your portfolio up for success

Get Started with Vault Invest™

Personalized Portfolio Review

Let us help you understand your investments better than ever before. Schedule a 30-minute consultation where we'll walk through your portfolio and identify opportunities for improvement.

We offer in-person meetings at our Oklahoma City office or virtual consultations via Zoom or Google Meet.

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Step One - Schedule

Schedule your free portfolio review and send us your most recent statement/s, that's it! We'll prepare your personalized reports and analysis for the meeting.

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Step Two - Evaluate

We'll make sure we've walked you through your portfolio in great detail, no strings attached, we believe everyone should invest with eyes wide open.

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Step Three - Decide

If we think we can improve your portfolio we'll let you know, that's it, no pressure or sleazy sales pitch. Just data. Then you can decide what you want to do with it.

Schedule Free Portfolio Review

Tiered Pricing Model

Simple, transparent pricing where we do better when you do better, so our interests are aligned! Billed monthly, starting at 1/10th of a percent per month, which translates to $1/mo per $1,000 that we manage for you.

Regular portfolio reviews

We'll be watching your portfolio and consistently rebalancing to make sure you're always on track.

Quarterly Check-Ins

We'll reach out quarterly at a minimum just to make sure you don't have any questions and to see how you're feeling about your investments.
Performance Reporting Included
Access to industry leading performance reporting tools so you can see how your household as a whole is performing or you can drill down to individual accounts.

Vault Invest™

Starting at...
AUM (Assets Under Management) Tiers
Up to $1,999,999: 1.20% annually, 0.10% monthly
$2,000,000-$3,999,999: 0.60% annually, 0.05% monthly
Over $4,000,000: 0.30% annually, 0.025% monthly