About Us
I founded Virtue Asset Management in 2016 with a simple goal—to build the kind of firm I always believed would better serve clients than the large-firm model.
Virtue’s Vision
My vision was to create a fiduciary advisory firm that puts clients’ interests first while offering personalized attention, a transparent fee structure, and objective, client-focused guidance.
Earlier in my career, I worked with nearly 150 families—an experience that inspired a more personal and focused approach. At Virtue, no advisor will exceed roughly 60 families, ensuring the time and attention needed for meaninful conversations and a deeper understand of every client’s goals.
As a fee-only Registered Investment Advisor, we do not sell investment products, accept commissions, or share revenue. This independence enables us to design customized portfolios and implement cost-effective, tax-efficient strategies. We also provide financial planning, charitable giving guidance, and estate planning coordination as part of our advisory relationship—helping clients make informed decisions that align with their long-term objectives.
Our Managing Directors share the same client-first philosophy on which Virtue was founded. As a Virtue client, you’ll work directly with the firm’s decision-makers. Our goal is to deliver a private-family-office-like experience—a trusted partner who is accessible and ready to help with questions that extend beyond investments.
