A complete list of active advisors currently associated with Virtue Asset Management LLC

Warmer can help you find a great advisor at Virtue Asset Management LLC or one who fits your needs even better.

Virtue Asset Management serves individual and high‑net‑worth clients with discretionary portfolio management and complementary financial planning, retirement rollover guidance, and family‑office/business consulting. The firm manages roughly $211 million for about 97 clients through a small advisory team and generally requires a $1 million account minimum, which it may waive in its discretion. Portfolios are custom‑built to client objectives and risk tolerance using quantitative optimization, computer‑based risk/return analysis, third‑party research and software, and periodic review. The firm may employ derivatives and option strategies — including covered call writing, long calls and puts, hedging, and monetization of concentrated stock positions — and can utilize margin or outside separate account managers in limited circumstances. Compared with many peers of similar size, the firm has a formal succession agreement with Kovitz Investment Group Partners, LLC to address continuity of service in the event of loss of key personnel and operates multiple branch offices despite a small advisory team. The brochure also discloses a practice of recommending a specific custodian (Schwab) and participating in custodian investment programs that provide economic benefits to the firm and can limit available mutual fund share classes, a potential conflict the firm discloses.

To learn more about the advisors currently working at Virtue Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.