Scott Sorensen

Vigilant is an active investment manager and prefers to own individual securities in investment portfolios. They utilize a variety of investable instruments, all of which carry the risk of loss of capital. The firm uses an investment process that includes top-down (macroeconomic) and bottom-up (security selection) fundamental approaches to portfolio management. The process is driven by their Investment Policy Committee (IPC), which meets regularly to assess the investment climate across asset classes. The IPC is also responsible for directing the strategy within asset classes and the security selection process.

Commercial banking

Functions as a College/University

Vigilant Wealth Management LLC is a private wealth advisory firm that manages approximately $3.66 billion in assets and serves a diverse clientele including entrepreneurs, multi-generational families, executives, retirees, professionals, individuals in transition, and real estate investors and developers. The private company is based in Portland, ME. The firm delivers personalized, comprehensive wealth planning and portfolio management services tailored to each client’s financial situation, typically managing portfolios ranging from $2 million to $50 million. Vigilant assists multi-generational families with wealth transfer strategies, trust utilization, estate planning, family education, and coordination among trustees and advisors. For real estate investors and developers, the firm addresses challenges related to concentrated real estate holdings, debt management, joint ventures, estate plans, tax implications, and transitioning to diversified investment portfolios. Vigilant also provides guidance for professionals such as doctors, dentists, and lawyers, focusing on tax-efficient wealth accumulation, income protection, mortgage planning, education funding, and business entity considerations. For retirees, the firm helps clients transition from earned income to asset-generated income by addressing liquidity needs, income sources, tax planning, lifestyle costs, long-term care funding, and spousal financial security. The company was founded by Daniel Michael Mulkern, Jeffrey Folsom Carlisle, Scott David Sorensen.