We’re excited to share that Virtue Asset Management Founder and Principal, Bob Finley, was recently featured on the Smart Money Circle podcast. The conversation covered the importance of integrating financial planning and investment management into one cohesive strategy — and how aligning wealth with personal purpose can lead to more meaningful outcomes for clients.
During the discussion, Bob highlighted Virtue’s philosophy of personalized, transparent, and goals-based wealth management. Rather than focusing solely on short-term market movements, the conversation emphasized the value of long-term planning, risk management, and maintaining clarity through changing market conditions.
Key discussion topics included:
How financial planning and investment management work best when combined into a unified process.
The benefits of a disciplined, diversified investment approach tailored to each client’s objectives and time horizon.
How clients can bring purpose and clarity to their wealth by connecting financial decisions to personal goals and family values.
Ways investors can remain focused during times of uncertainty by following a consistent, evidence-based process.
You can listen to the full episode here:
🎧 Spotify: https://open.spotify.com/episode/4P8Aefk1WNcxHo0oLaIRGU
▶️ YouTube: https://www.youtube.com/watch?v=oiYMiI75UZY