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One Day In July
One Day In July is an SEC-registered investment adviser in Burlington, VT, registered since 2018. The firm manages $1.4 billion in assets, with $1.3 billion on...
One Day In July
One Day In July is an SEC-registered investment adviser in Burlington, VT, registered since 2018. The firm manages $1.4 billion in assets, with $1.3 billion on a discretionary basis. It has 23 employees and 13 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Burlington
Corporate office
Burlington, VT, United States
Additional offices
Hanover, NH · Northampton, MA · Middlebury, VT · Morrisville, VT · Montpelier, VT · Bennington, VT · Rutland, VT · Vergennes, VT · St. Petersburg, FL
Principals
Dan Cunningham
Founder
Frequently asked questions
Who runs investment decisions at One Day In July?
Dan Cunningham, the founder, oversees the firm. The firm emphasizes a centralized investment desk that constructs all portfolios in-house; it does not outsource investment decisions. Individual financial advisors execute client-level planning but do not independently make asset-allocation or security-selection calls.
Is One Day In July a family office?
No. One Day In July is a fee-only registered investment advisor serving individuals, families, and institutions. It does not manage a single family's capital. Its fiduciary commitment — applied to all accounts and all clients — is a core operational differentiator in its marketing.
Does One Day In July participate in fund commitments or only direct index investing?
The firm does not market direct private-market investments, angel investing, or venture fund commitments. Its core offering is a diversified portfolio of low-cost index ETFs — predominantly Vanguard and iShares — supplemented by U.S. Treasury bond indexes for risk mitigation. No alternative-asset or closed-end fund programs are listed.
What investment stages does One Day In July typically target?
The firm does not participate in venture capital, private equity, or startup investing. Its model focuses on public-market index investing across a range of account types, supporting clients through wealth-accumulation, pre-retirement, and retirement-distribution phases.
Which sectors does One Day In July explicitly avoid?
The firm does not explicitly name avoided sectors. Its investment philosophy is rooted in broad-market exposure through index funds rather than sector-specific active allocation. The passive, cost-minimizing approach implies no deliberate sector overweight or exclusion beyond what the indices hold.
How is One Day In July structured from an ownership and governance standpoint?
The firm states it has taken no external financing and has no shareholders to answer to, which it frames as a structural advantage in pricing decisions. Dan Cunningham is the named founder. The firm does not disclose additional ownership details, successors, or an executive committee in its public materials.
Does One Day In July maintain philanthropic structures, and how are they separated?
The firm does not operate a separate philanthropic entity or foundation. It offers charitable-giving planning and donor-advised fund guidance as a service to clients, integrating tax-aware charitable strategies into its overall financial-planning framework alongside retirement and estate planning.
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