CREATING FINANCIAL MANAGEMENT PROGAM SOLUTIONS FOR FINANCIAL INSTITUTIONS
Virtue Financial Advisors, LLC is a program management and marketing firm committed to providing financial institutions a unique opportunity to offer financial planning, insurance and wealth management services through Infinex Investments, Inc. Virtue is not affiliated with Infinex, but is the name of an Office of Supervisory Jurisdiction (OSJ) Group comprised of Financial Advisors who are Registered Representatives of Infinex.
COMPLIANCE AND RISK TRANSFERENCE
Avoidance is the best means of risk control. In today’s regulatory and litigious environment, we are seeing financial institutions moving away from the investment and wealth management programs due to the increased risks associated with recent government regulations. This is where Virtue Financial and Infinex Investments, Inc. becomes an important and necessary partner. We take on the program management, risk management and compliance designed for financial institution so you don’t have to.
One platform. Multiple solutions. Fully integrated. The future of the financial services industry is advisory, and with Infinex Wealth Solutions and WealthSelect wealth management platform, you’ll be prepared to meet your clients’ needs and tomorrow’s regulatory requirements, head on.