Virtue Wealth Management

Virtue Wealth Management is a recently formed advisory firm that provides ongoing portfolio management for individual accounts, written financial planning, and pension consulting for employee benefit plans (including 401(k) plans). The firm states it serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities.

The firm builds an Investment Policy Statement for each client, may seek discretionary trading authority where appropriate, and applies a mix of fundamental analysis, modern portfolio theory, quantitative methods, and technical analysis across both long‑ and short‑term strategies. Financial planning is delivered as a written plan at completion and the firm tailors recommendations to client goals and any client‑imposed investment restrictions, with options for additional work under fixed‑fee or hourly arrangements.

Noteworthy features that distinguish the firm from many peers include its combination of pension consulting with individual portfolio management and the explicit use of both fixed and hourly pricing for financial planning—features that are uncommon among firms in this category. The firm also requires clients to custody assets at a specific broker‑dealer (Interactive Brokers) and, as of its most recent ADV, is newly organized with no assets under management.