Experience

Virtue Advisors (Virtue Financial)

• United States
• Financial Services
• 1 - 100 Employee

• Business Development

  • Jan 2013 - Present

  Virtue Advisors is an elite force on a mission to recruit, train, and guide financial professionals with cutting edge marketing strategies, innovative case designs and custom product selections. Virtue Advisors is committed to equipping advisors with unique turnkey programs to help them excel in The New Financial Reality. We are bold, we are daring, and we have a relentless drive for progress. Every move we make, we keep you, the financial professional in mind. As you put your clients first, we put you first. What sets us apart? Simple - our purpose, our people, our culture, our service. No matter what field you specialize in, training and education should be a career-long activity. Virtue Advisors is committed to equipping Financial Professionals with unique turnkey programs to help them excel. We embrace next-generation technology to provide exclusive marketing strategies and extremely personalized support, all of which combine to create an unparalleled experience for our financial professionals. We offer intense training built around important issues and education to support your practice in a variety of areas. As we continue to move forward together, we'd like to thank you again for your continued commitment to our organization. Show less



Virtue Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Marketing Consultant

  • Jan 2013 - Present

  Virtue Capital Management allows advisors to choose from proven, specialized financial models addressing each individual client’s unique investment goals, provides exceptional back office support and an industry leading level of service. Virtue Capital Management is committed to bringing the most dynamic, well-researched, top-notch investment techniques, strategies and portfolio’s to investment advisors and their clients. As an investment advisor, you are in charge of each of your client’s financial landscape. Every model does not fit every client; at Virtue Capital Management we stress client-driven financial planning, one client at a time. Well researched financial planning is the industry standard for Registered Investment Advisors. At Virtue Capital Management, this is our starting point. At Virtue Capital Management, we utilize a holistic approach so that everything that impacts your personal situation is taken into consideration. Virtue Capital Management services are provided to our hand-picked network of professional investment advisor representatives who alone have rights to use our investments and our specialized model portfolios. This support allows our advisors to put the focus where it belongs, on you. Review our Stop Loss Portfolios www.stoplossportfolios.com Show less