About Us

vigilant financial services
Vigilant Financial Services, LLC
is a full-service financial services firm, providing a wide variety of cost effective solutions to its investment management clients. Through Vigilant Compliance, LLC, since August 15, 2004, Vigilant has been providing best in class Compliance Solutions, such as, Outsourced Chief Compliance Officer (“CCO”) Services, CCO Support Services, Mock SEC Examinations, Cybersecurity Services, and other Compliance Services.

Vigilant also provides outsourced fund management personnel, such as Mutual Fund President, CFO, Principal Financial Officer, Treasurer, and Corporate Secretary to mutual funds through Vigilant Fund Management, LLC  as well as consulting services. In addition, providing Principal Underwriting and Distribution Services to mutual funds, through Herald Investment Marketing, LLC.


Vigilant Financial Services, LLC understands financial services don’t happen in a vacuum. It’s why our team includes certified public accountants, financial professionals, legal professionals and other practicing and licensed professionals to provide your firm with practical, comprehensive solutions. Our multi-disciplinary approach ensures your firm is best aligned with your mission, long-term/short-term goals and legal/fiduciary responsibilities.

Our approach also allows us to create a customized program to fully support you. All our senior professionals have decades of experience to ensure you get the highest-quality services possible.


Metro Philadelphia
Gateway Corporate Center
223 Wilmington West Chester Pike, Suite 216
Chadds Ford, PA 19317
Phone: 1-888-229-1855

International Telephone: 011-44-207-183-2028


Please submit your question or inquiry concerning Vigilant Financial Services, LLC through the contact form below. Thank you, we look forward to serving you.