THE HEART OF WHAT WE DO
Virtue Financial Advisors, LLC is a program management and marketing firm committed to providing financial institutions a unique opportunity to offer financial planning and wealth management services in their branches without taking on the additional risks and costs of owning, managing, and employing the investment program and its advisors.
Virtue Financials principals, Brent Weisenborn and Jerrod Foresman, have a combined experience of over 60 years of successfully managing both bank and credit union investment programs.
Compliance is the most important part of Virtue Financial. As the Office of Supervisory Jurisdiction (OSJ) for Infinex Investments, Inc. we are committed to creating a compliant investment program for the financial institution
Virtue Financial believes finding the right advisor for your financial institution the most important part of the program. That’s why we provide a dual screening process where both Infinex and Virtue Financial review and interview all potential candidates.
MARKETING / PRIVATE LABEL
Virtue Financial will work with your Marketing Department to reinforce your financial institutions brand by private labeling virtually every aspect of your client and prospect communications, including campaigns, statements, websites and publications.
PRODUCTS & SERVICES
Infinex broad selection of products and services enables your financial institutions advisor to offer a range of investment and insurance solutions to your customers,
If your financial institution doesn’t have access to Trust Services, we can help. Virtue Financial through Infinex has partnered with National Advisors Trust to make trust services available to your customers.
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.