Investment advisory services

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 investment advisor, 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.

As a registered 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 an investment consultant at Virtue to arrange a financial review to determine if your current investment portfolio is appropriate.

Quarterly 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 continuing financial planning. These are essential to the client experience. As certified financial planners, we have over 50 years of experience counseling business owners, wealthy family groups and senior executives of Fortune 500 companies in retirement planning, income projections, investment, tax and estate planning issues.

Virtue Asset Management has the financial planning tools to help investors by preparing a customized financial plan and asset allocation recommendation designed to achieve their specific long-term financial goals. Contact us to meet with a local financial advisor in Chicago or the nearby suburbs.

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Gather data and develop financial goals

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Develop the proper portfolio based on risk/reward profile

Prepare investment plans and cash flow projections

Tax and insurance 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.

Frequently Asked Questions

There are many ways financial planning and investment advisory firms do business . When searching for an investment consultant in Chicago, what kinds of good business practices should I look for in a prospective firm?

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.

Financial planning in Chicago and its surrounding suburbs has many different facets . A sustained relationship with clients is an important one. What is the best approach for long term client satisfaction?

According to the National Association of Personal Financial Advisors (NAPFA) when you select a financial advisor, there are a number of factors you must take into account – expertise, integrity and even personal compatibility. If you are looking for personal financial advice you can’t ignore the question of how the advisor is compensated (link).

How can I benefit from independent investment planning services?

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

What sets apart independent wealth management firms from others?

As one of the trusted independent wealth management companies, Virtue Asset Management offers personalized, fee-only services, ensuring that your best interests are always prioritized.

Contact Us

For more information on our services, please contact us and we will be in touch shortly.

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