Our Comprehensive Investment Options
Are Solutions For Financial Success.
FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT
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. One of our money managers has a 22 year track record and has never had a down year “Net of Fees” to the client.
Preferred Money Managers
For more information on these programs and other offerings at
Virtue Capital Management, give us a call or email us now.
Frequently Asked Questions
• 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 FINANCIAL PROFESSIONAL USE ONLY – NOT INTENDED FOR CONSUMERS.
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.
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