Vincent Asset Management is an innovative wealth management firm providing a wide array of financial services and custom strategies to individual investors, families, institutions, and financial professionals nationwide.
Co-founders Dale Creed Francis and Ryan Litfin believe in preventing problems, rather than treating them. They are the creators of a simple and painless 3-step process of assessing, addressing, and implementing a clear and purposeful wealth care plan called Preventative Wealth Care™. This plan gives savvy investors, as well as approved financial professionals, a compelling and competitive advantage.
Vincent Asset Management has an experienced team of talented professionals with decades of unique experience in Equities, Real Estate, Principal Protected Strategies, Intergenerational Income Strategies, Fixed Income Strategies, Managed Accounts, Tactical Investment Strategies, Hybrid Annuities, Commodities, ALTs, Insurance Wrappers, Social Security Maximization, Hybrid S-D IRAs, and Estate & Legacy Planning. We utilize both proprietary and third-party research & analytical tools, as well as deep market knowledge, to identify opportunities to capitalize on.
Mr. Litfin is passionate about sharing his deep knowledge of the global economic landscape and the ever-changing investment industry. He is a highly respected financial professional who helps investors, institutions, and all types of other financial professionals as well.
Ryan earned his degree in Finance & Economics from Gustavus Adolphus College and has been engaged in the financial industry for nearly 15 years. His experience extends across a variety of continents including North America, Europe, and Australia, as well as valuable time spent at the Chicago Mercantile Exchange and the Chicago Board of Trade.
Mr. Litfin is a Co-founder & Managing Partner of Vincent Asset Management (VAM) & Vincent Private Wealth, a Private Client Services firm headquartered in Minneapolis, MN and doing business nationwide. Ryan systematically navigates a path to simplify and clarify an investor’s needs. Then he seeks to implement the appropriate strategies to create a fully customized and proper investment portfolio to achieve a secure financial future. The Company has built its strong reputation on providing modern-day wealth management and helping Clients establish a Preventative Wealth Care™ plan.
While on-the-air as an award-winning co-host of the long-running show, Financial Fortitude, he prides himself on being unbiased and objective when it comes to helping investors and financial professionals alike. His dedication to the show’s slogan, America’s Investor Advocacy Show, comes through loud and clear as he’s willing to expose any problem in the industry as well as provide solutions to those problems. His seriousness on the show is often interrupted by his down-to-earth and relatable humor.
Outside the office, Ryan enjoys spending time with his wife Jenna, their two sons, and their Pug Lucy. He also enjoys just about any outdoor activity, including boating, cycling, and skiing.
Mr. Francis has nearly 25 years of experience in virtually all facets of the finance and economics industry. As the co-creator of Preventative Wealth Care™, he is dedicated and passionate about helping investors, financial professionals, and institutions achieve their goals. Creating and implementing non-correlated investment strategies has been the cornerstone of his outstanding career.
During his pre-med undergraduate program, Mr. Francis discovered his true direction in life and elected to pursue those interests in the world of finance and the investment industry including virtually all markets and sectors such as real estate, private equity, hybrid strategies, bonds, traditional and alternative investments, commodities, and more.
As an award-winning co-host of the long-running show, Financial Fortitude, he prides himself on being unbiased and objective when it comes to helping investors and financial professionals alike. His passion for helping people becomes evident through his humorous, yet focused approach. His dedication to the show’s slogan, America’s Investor Advocacy Show, comes through loud and clear as he’s willing to expose any problem in the industry as well as provide auspicious solutions to those problems.
Outside the studio, Mr. Francis is a Co-founder & Managing Partner of Vincent Asset Management (VAM) & Vincent Private Wealth, a Private Client Services firm headquartered in Minneapolis, MN and doing business nationwide. The Company has built its strong reputation on providing modern-day wealth management and helping Clients establish a Preventative Wealth Care™ plan.
In addition to his traditional business interests, Mr. Francis is a well-known public speaker, author and go-to source for many other financial and economic shows and publications. His highly anticipated new book, got protection? Preventative Wealth Care is expected to be on store shelves in a few months.
Outside the office, he enjoys spending time with his family and friends at his home in the country where he likes to grill and give tours around the lake.
Our mission is to create a memorable experience that has a life-changing impact for each and every client. Our unmatched dedication to providing powerful results, financial security, and peace of mind is at the core of our very existence. We hear your concerns because we sincerely listen. Many times people don’t know what they need until we show them what they can do. Imagine if your investment and retirement planning could actually be inspirational and stress-free.
We believe our purpose and objective is to empower you with our passion for advanced wealth management. Our vision remains people-centered and seamlessly integrates time-tested, winning strategies with value-added services by capitalizing on our diverse knowledge and previous success. The firm’s financial services encompass substantially all types of growth, protection, and income vehicles. Our client-focused structure allows for transparent, objective, and unbiased planning that our competitors simply aren’t able to create or achieve.