All Registered Investment Advisors offer investment strategies but few offer effective marketing, unique case design, in-house branding and leverage technology to truly help their investment advisor representatives (IARs) grow their practice like Virtue Capital Management.
Virtue Capital Management is a client-centric, hands-on registered investment advisory firm that allows advisors to choose from proven, specialized financial models addressing each client’s unique investment goals, while providing exceptional back office support and leading the industry in our dedication to quality service.
Virtue Capital Management is committed to bringing dynamic, scrupulously researched investment techniques, strategies and portfolios to investment advisors and their clients. Every model does not fit every client; at VCM, we stress client-driven financial planning, one client at a time. Thoroughly researched financial planning is the industry standard for Registered Investment Advisors—this standard is our starting point.
We strive every day to find next generation technology that will result in our advisors’ growing their businesses’ through advanced marketing techniques, bringing customized solutions to each and every one of their clients. The support team at Virtue knows that every client brings a unique set of financial circumstances, and our job is to equip our advisors with the tools to properly address their customers’ needs. We hope you will take the time to read over the website to better understand the advantages that a partnership with Virtue Capital Management brings. We believe these initiatives will allow you to succeed at levels you may never have believed possible.
FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT
Our mission is to be bold, daring and relentless in
our pursuit of progress.
With every move we make,
we keep you, the financial professional in mind.
Just as you put your clients
first, we put you first.
We Didn't Re-Invent the Wheel,
We Simply Polished and Perfected It.
What Makes Virtue Stand Out Above the Rest.
Here are several reasons to consider taking the time to learn more about how Virtue is helping advisors gather and maintain assets:
• Over 50 wrap portfolios at 1.95% per year— including all trading cost.
• ETF's and Mutual Funds at 1.00% to the client.
• Ways to Earn Fees from Assets held within an existing 401K plan.
• Establish new accounts with minimums as low as $5,000 (we do not limit the dollar amount or
percentage that has to stay invested with Virtue other than account minimums).
• Our Investment Advisors are paid monthly on the AUM they have invested with VCM.
• Non-Traded REITs paying a current dividend of up to 5.37%.
• Affiliation fees range from free to $1,500 per year to $0 depending on your AUM.
• Turnkey RIA creation process for qualified advisors looking to form their own RIA and enter into
a sub-advisory agreement with Virtue.
• Software/Technology suite including: • Orion • Hidden Levers • Riskalyze • Case Design Pro •
Morningstar • Service Portal• Laser App • Docusign • Redtail CRM • Salesforce CRM • Online
lead generation • 401(k) Plan Pro – Dalbar certified computerized advice for plan participants.
• Branding – custom website design, logo design/redesign, letter head package, HD video
studio, company brochures, pocket folders and any deliverable you can imagine.
We believe these initiatives are unique and enhance Virtue's
platform above and beyond all others, which will allow you to succeed
at levels you may have never believed possible.
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.
VCM TRAINING EVENTS