Virtue Asset Management

Virtue Asset Management is a fee-only independent investment advisor serving the greater Chicago area and helping institutions and high net worth individuals across the country.

You have a different set of needs and a different risk/reward tolerance. At Virtue Asset Management, you will receive personalized, customized solutions tailored to your needs—not prepackaged, inflexible, one-size-fits-all options.

As part of our investment process we provide initial and continuing financial planning. We believe financial planning is essential to the client experience. It helps us establish the goals of your wealth and combine it with the appropriate risk tolerance level.

To identify the proper goals, we look at the complete financial picture, set goals, create a path to follow and then hold ongoing discussions to stay on point. Our tools allow us to customize and make dynamic changes during our meetings to your financial plan. The result gives us a path to follow and a guide to review throughout our relationship.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

155 N Wacker Dr Ste 4250 Chicago, IL 60606-1750 Phone: (312) 778-8707

Primary Office

308 W Main St Barrington, IL 60010-3012 Phone: (847) 892-7145

Other Offices

2700 Patriot Blvd Ste 250 Glenview, IL 60026-8021 Phone: (847) 892-7145
1010 Lake Street Ste 200 Oak Park, IL 60301-1132 Phone: (312) 778-8707
155 N Wacker Dr Ste 4250 Chicago, IL 60606-1750 Phone: (312) 778-8707