Investment Process

You worked hard to accumulate your wealth. Virtue Asset Management is an independent company offering customized solutions and superior customer service to help you grow and protect your assets from unnecessary risk.

Our independence means you are served with unbiased, objective advice. It allows us to recommend products and solutions without any conflict of interest.

To achieve a heightened level of customization for each client in a cost efficient manner, we create diversified portfolios using individual stocks and bonds combined with exchange traded funds (ETFs). When appropriate, we will utilize mutual funds and options. Our portfolios are tax-optimized with a focus on maximizing after-tax returns on a risk-adjusted basis.

It is imperative for clients to be well informed about potential risks and rewards of their portfolios. We take prudent risks with our investments and rest assured that we will continue to monitor any changes in your portfolio or risk-reward profile.

Contact Us for more information.