Virtue Capital Management
Virtue Capital Management is a client-centric, hands-on SEC registered investment advisory firm that allows advisors to choose from proven, specialized financial models addressing each individual client’s unique investment goals, provides exceptional back office support and an industry leading level of service. Virtue Capital Management is committed to bringing dynamic, well-researched, investment techniques, strategies and portfolio’s to investment advisors and their clients. As an investment advisor, you are in charge of each of your client’s financial landscape. Every model does not fit every client; at Virtue Capital Management we stress client-driven financial planning, one client at a time. Well researched financial planning is the industry standard for Registered Investment Advisors. At Virtue Capital Management, this is our starting point. At Virtue Capital Management, we utilize a holistic approach so that everything that impacts your personal situation is taken into consideration. Virtue Capital Management services are provided to our hand-picked network of professional investment advisor representatives who alone have rights to use our proprietary investments and our specialized model portfolios. This support allows our advisors to put the focus where it belongs, on you. At Virtue Capital Management, our goal is for you to build a customized financial strategy with our expert advisors that fits your financial goals now and in the future. Life is not a sprint, it’s a marathon and at Virtue Capital Management we live by this with every financial model we offer so that you know your future is not just about tomorrow.
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Verified contacts
30
available on Kipplo
LinkedIn employees
39
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
0
tools in use
Monthly traffic
46
organic / mo
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- TM
Tim Mathieu
Director of Trading · General Business & Management
EmailPhone - SE
Shawn Edwards
Senior Business Development Consultant · Sales & Business Development
EmailPhone - BZ
Bob Zeiner
Investment Advisor Representative · Finance & Accounting
EmailPhone - CM
Cathy Mendoza
Investment Adviser Representative · Finance & Accounting
EmailPhone - DD
Danielle Daunt
Operations Specialist · Operations
EmailPhone - LB
Lacey Boyd
Business Development Support · Sales & Business Development
EmailPhone - LA
Lars Anderson
Marketing Consultant · Advertising & Marketing
EmailPhone - LA
Lars Anderson
Business Development Advisor Consultant · Other
EmailPhone - RW
Ronald Wiitala
Investment Adviser Preventative at Virtue Capital Management Llc · Other
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Virtue Capital Management
22 distinct titles indexed · top 10 shown.
- 5investment advisor representative
- 2operational specialist
- 2operations specialist
- 1admin
- 1business development advisor consultant
- 1business development support
- 1certified financial planner (tm)
- 1chief compliance officer
- 1compliance officer
- 1compliance officer - advertising
- +12more titles
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