ADVISORS
INDEPENDENCE WITH GROWTH OPPORTUNITIES
At Virtue Financial our mission is clear - to assist our Financial Advisors in taking their business to the next level and providing them the resources to get there. To that end, our team-based approach allows our advisors to focus on their specific abilities and grow a valuable and productive client base.
INDEPENDENCE
True independence weather you office on your own or in one of our financial institutions. Virtue Financial will help grow your business by providing training, technology, seminars, marketing and referrals as well as through the acquisition of books of business.
TRANSITION SUPPORT
With Virtue Financial and Infinex, you have access to a dedicated transition team that will work closely with you to effectively manage the myriad details that come with transitioning your book of business. We take care of all the regulatory requirements so you can continue to focus on your business and not be hindered by transition issues.
INVESTMENTS / INSURANCE
As an Infinex Representative, you have the power at your fingertips to offer your clients an extensive range of product choices from the top companies in the U.S.
WEALTH MANAGEMENT
Clients have a wide range of investment needs, and Infinex Wealth Solutions is designed to deliver. It’s the only wealth management platform that allows you to act as portfolio manager and leverage carefully selected, world-class money managers, or combine one or more options with guaranteed sources of income, all in one place.
TRUST SERVICES
Virtue Financial through Infinex has partnered with Independent Trust Company of America to make trust services available to the clients of Investment Advisor Representatives (IARs) at Infinex. Independent Trust Company of America works with advisors by providing fiduciary support, including trust administration, cash management and record keeping.
TECHNOLOGY
Our bi-monthly and customizable reports track sales, revenue, referrals, AUM, inside vs outside business and much more. We make it our goal to ensure you are always well informed regarding the status of your investment program.