Vigilant Investments Advisors, LLC.

Our People

Vigilant Investment Advisors is managed by Matthew Tullis

Matt tullis
  • Mr. Tullis has been involved in managing investment products since 1995 when he began serving as Vice President of Ensign Peak Advisors, LLC.
  • From 1998 to 2000, Mr. Tullis served as Vice President at Zions First National Bank where he created a $1.2 Billion investment program for large corporate clients.
  • From 2002 to 2004, Mr. Tullis served as Vice President at MerrillLynch, Pierce, Fenner & Smith in the Institutional Advisory Division where he advised large national and international bank, insurance and investment company clients.
  • Mr. Tullis has lectured nationally and published articles discussion advanced principles of investing, hedging and strategic portfolio management, has served as an Adjunct Professor of Economics at LDS Business College and continues to advise investment and industry professionals.
  • Since 2004, Mr. Tullis has started Vigilant Investment Advisors, managed his own portfolio and enjoyed time with his wife and six children.

Vigilant Investment Advisors is thrilled to have the following partners providing services to Vigilant and its customers and clients:

Fidelity investmentsFidelity Investments provides custody and transactional services to Vigilant Investment Advisors through its institutional custody and transactional platforms. Fidelity is one of the largest and most efficient brokerage firms in the world with more than $1.9 Trillion in custodied assets and the largest mutual fund provider in the United States.

Mutual shareholder servicesMutual Shareholder Services provides fund administration services to Vigilant Investment Advisors; and, provides statement, valuation and tax related information to participants in the Vigilant Funds.  Mutual Shareholder Services is a leading provider of transfer agent, administration and accounting services to families of investment funds like the Vigilant Funds

 

Strata Fund Services, LLC provides fund administration services to Vigilant Investment Advisors, including statement reconciliation, valuation and tax related services.  Strata Fund Services is a leading provider of fund administration services to funds like the Vigilant Funds.

 

KPMG provides fund audit services to Vigilant Investment Advisors including asset review, compliance, documentation and accounting confirmations.  KPMG is a global leader in Tax, Accounting and Audit practices and services and is recognized for its audit services for funds like the Vigilant Market Neutral Fund.

 

Waterford law groupWaterford Law Group provides legal and financial accounting services to Vigilant Investment Advisors. Waterford is a Law Firm as well as a CPA firm and provides legal and accounting advice to Vigilant.

 

Interactive Brokers, LLC provides transaction and reporting services to Vigilant Investment Advisors including settlement, custody and transaction confirmation.  Interactive Brokers is recognized globally for its technological advances in securities transactions including low costs and transaction pricing.