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Virtue Financial Advisors

1300 N. 78th Street, Suite G3

Kansas City, KS 66112

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC.  Member FINRA/SIPC.  Infinex and Virtue Financial are not affiliated.  Products and services made available through Infinex are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or credit union.  These products are subject to investment risk, including the possible loss of value.

 

INFINEX and Virtue Financial do not provide tax or legal advice.

PROGRAM MANAGEMENT

HANDS-ON SUPPORT AND MANAGEMENT TO THE FINANCIAL INSTITUTION AND ITS ADVISORS

Virtue Financials team has a combined experience of over 75 years of successfully managing both bank and credit union investment programs. Often described as pioneers in the financial institution investment program industry, they provide hands on support and management to the financial institution and its advisors.

Reporting

Virtue Financial will customize monthly reports to the financial institution that keep you informed of sales, revenue, referral tracking and ratios, number of branch trainings, number of client appointments, marketing initiatives and much more. We make it our goal to ensure you are always well informed regarding the status of your investment program.

Commissions

Commissions and commission reports are provided monthly.