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.

Current Money Managers

 

 

Alpha Investment

Management

CMG

Investments

Horizon Investment

Services

Howard Capital

Management

Morningstar Investment

Services

Newfound

Investments

Optimus

Advisory Group

Redwood Investment

Management

Summit

Capital Solutions

JOIN VCM

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.

 

 

 

 

 

W. E Donogue

Investment Group

Zega

Financial

And Many
More...

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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.

866.907.4275

www.whyvirtue.com

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