Do you know how many clients your advisor has? According to the McKinsey Global Wealth Management Survey in 2014 (link), the average number of clients handled per advisor increased to 184 in 2013 from 179 the year before.
Virtue Asset Management's commitment is to have a smaller client base that allows us to truly deliver customized solutions to clients. We’ve replaced the cookie-cutter approach of larger organizations with more frequent and substantive meetings. These in depth meetings allow us to focus on financial market turbulence, life and career changes and each client's individual risk and reward profile.
With our commitment to engagement we create a comprehensive client experience best suited for your individual needs.
Contact Us for more information.