FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT

We research, compare, and assess every active portfolio so that

Virtue's solutions only apply the best available tested strategies to be

used in models for our clients & advisors.

Our History of Continued Success.

At Virtue Capital Management, we are not simply looking for the next great portfolio to put all of our clients into so that we can collect a fee.  As an independent investment advisory firm, we research, compare and assess every model portfolio so that only tested strategies are used in our models and by our advisors.

 

Here are a few things we focus on every day to make sure every client of every Investment Advisor Representative is being treated the Virtue Capital Management way:

• Making sound investment recommendations independent of outside influences

• Comprehensive, holistic case design including securities, insurance, annuities and other alternative investments

• Making customized suggestions based on each client’s individual financial goals and needs

• Providing advisors and clients with exceptional communication for optimal peace of mind

 

As your fee-based Registered Investment Advisory (RIA) Firm, it is our responsibility to find a great fit for your financial goals and needs among our exceptional financial and wealth management models. We’ve researched, analyzed, assessed and developed exceptional money management models for use by our Investment Advisory Representatives (IAR’s) that can be used individually or blended together to produce a solid plan for you.

 

Collectively, Virtue Capital Managements' money managers have decades of experience successfully managing and advising on billions of assets. We built Virtue Capital Management from the ground up with the simple idea of combining the knowledgeable Independent Advisory Representatives with superior financial management models to provide the type of service previously reserved exclusively for an ultra-high net worth clientele.

 

Virtue Capital Management, LLC, an SEC registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.  SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability. For more information, please read our Disclosures and Privacy Policy.

 

All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.