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Investment Management

virtueam > Investment Management

Investment Management for Success

You worked hard to accumulate your wealth. We’re an independent investment advisor that helps you grow and protect your assets from unnecessary risk through our comprehensive independent investment planning services. Our expert team takes a personalized approach to investing, ensuring that your unique needs and objectives are always at the forefront of our strategy.

OUR PROCESS

Investment Management

Virtue Asset Management, as one of the leading independent wealth management firms, provides investment management services in Chicago and the surrounding suburbs. As an independent, fee-only, fiduciary advisor, we are legally obligated to act in the best interests of our advisory clients.

Our disciplined investment process begins with a review of your personal financial circumstances, investment objectives, time horizon, tax situation, and tolerance for risk. We then develop a customized asset allocation plan and investment portfolio to help you achieve your long-term financial goals.

We provide a written quarterly portfolio review and outlook, along with a performance report so that you can stay informed about your progress. Portfolios are also aligned with each client’s tax and estate planning situation, where applicable.
As a registered fee-only investment advisor, we don’t earn commissions from any investments we recommend. Our portfolios are tax-optimized with a focus on maximizing after-tax returns on a risk-adjusted basis. Please contact Virtue today to connect with a top investment consultant in Chicago and schedule a financial review to evaluate if your current investment portfolio aligns with your financial objectives.

Annual Meetings

Create customized and diversified portfolios

Use individual stocks and bonds with exchange traded funds

Use mutual funds, closed-end funds, options and structured notes when appropriate

Quarterly reports

Propose adjustments based on changes in risk/reward profile

THE FULL PICTURE

Financial Planning

As part of our private asset management services, we include initial and ongoing financial planning. These are a foundational element of the client experience. With over 50 years of combined experience, our team of certified financial planners has worked closely with business owners, senior executives of Fortune 500 companies, and multi-generational wealthy families on retirement planning, income strategies, and wealth coordination.
As a fiduciary financial advisor, Virtue Asset Management is committed to putting clients’ interests first in every advisory relationship. That includes helping develop customized financial plans and asset allocation recommendations based on your long-term goals, tax profile, and estate planning considerations. If you’re searching for “investments near me” or need an investment management advisor, we have the financial planning tools to help you by preparing a customized financial plan and asset allocation recommendation designed to achieve specific long-term financial goals. Contact us to meet with a local financial advisor in Chicago or the nearby suburbs.

Gather data and develop financial goals

Develop the proper portfolio based on risk/reward profile

Prepare investment plans and cash flow projections

Tax planning

Retirement planning and income projections

Why Seek Out Professional Investment Planning in Illinois?

There’s never been a better time to prioritize your investments. If you are looking for help with investment planning in Illinois, you’ve probably started by searching ‘CERTIFIED FINANCIAL PLANNER® near me’.

While this may return a lot of results, not all of them offer the dependable and unbiased experience of Virtue Asset Management. Contact us today to get started.

Independent Wealth Management You Can Rely On

Among independent wealth management firms, Virtue Asset Management stands out by offering tailored independent investment planning services. If you’re searching for an investment management advisor in your area, our team provides trusted, client-focused strategies for lasting financial success.

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Why Seek Out Professional Investment Planning in Illinois?

There’s never been a better time to prioritize your investments. If you are looking for help with investment planning in Illinois, you’ve probably started by searching ‘certified financial planner near me’.

While this may return a lot of results, not all of them offer the dependable and unbiased experience of Virtue Asset Management. Contact us today to get started.

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Frequently Asked Questions

Financial planning starts with a review of your financial circumstances and investment objectives. Then we will develop a personalized asset allocation plan and investment portfolio with your CERTIFIED FINANCIAL PLANNER®. Chicago area investors want planners who are diligent and have their interests at heart.

Virtue Asset Management’s experienced independent investment planner provides unbiased guidance, helping you make informed decisions and achieve your long-term financial objectives.

When choosing an independent investment management advisor at Virtue Asset Management, you are guaranteed unbiased advice without conflicts of interest, ensuring that your investment strategy is aligned solely with your financial objectives.

Our investment management services focus on understanding your unique financial goals, risk tolerance, and time horizon. We create a customized investment strategy that aligns with your long-term objectives, ensuring optimal asset allocation and growth while minimizing risks.
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