www.whyvirtue.com
our investment options
are solutions for
financial success.
We provide a robust money management platform comprised of well-diversified,
risk-adjusted portfolios. We offer separately managed accounts powered by money managers (sub-advisors) who pursue a complementary risk-managed philosophy.
This broad selection allows for effective
long-term strategies customized to each investor’s specific risk/reward profile.
Alpha Investment
Management
Zega
Financial
Brown
Advisory
Navellier
& Associates
Optimus
Advisory Group
Horizon Investment
Services
W.E. Donoghue
Investment Group
Clark Capital
Management
Hanseatic
Management
Newfound
Investments
Morningstar
Investment Services
Martin Investment
Management
Cloud-Based Service Portal
• Compensation - IARs are paid monthly on all billable assets.
• Affiliation Fees - Annual fees range from $1,500 per year to $0 depending on AUM.
• Custodian - TD Ameritrade is our custodian of choice.
• Transition Support – We offer full transition assistance, including pre-populating all VCM and TD Ameritrade documents required.
• Transition Bonus - Transitioning can be time consuming and expensive, with that in mind VCM has created a potential transition bonus program.
• 401(k) Provider - VCM has a relationship with Securian.
• REITs - Cole Capital has multiple REIT offerings available on the VCM platform.
For more information on these programs and toher offering at Virtue Capital Management, give us a call or email us now.
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TAP TO CALL 866-907-4275
VIRTUE CAPITAL MANAGEMENT
6 CADILLAC DRIVE, SUITE 310
BRENTWOOD, TENNESSEE 37027
FOR FINANCIAL PROFESSIONAL USE ONLY – NOT INTENDED FOR CONSUMERS.
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.