Virtue Capital Management (VCM) announced a few months ago that it surpassed $1 billion in assets under management. That means it doubled its AUM in the pandemic.
I'm suspecting we'll see that number officially double again before too long. One look at their America's Best TAMPs profile will reveal why.
Co-Founder and CEO Jeremy Rettich believes that the two most important ingredients helping Virtue reach this goal is the family of advisors throughout the country and the work family that provides excellent service to those advisors each day.
"Our firm has continued to evolve with the industry," he said when commemorating the initial $1 billion milestone.
"Our offerings of strategic, dynamic and tactical money managers, turnkey marketing support, technology stack, and back-office support have improved each year. With over 100 affiliated advisors, our focus has been to empower advisors to do what they do best which is serve existing clients, meet with prospective clients, and develop relationships, while our staff does the majority of the heavy lifting behind the scenes, allowing advisors to maintain and grow their practice."
VCM has been built to scale and strives to continue growing organically and through acquisitions, Rettich said.
"Our services have grown in demand from the individual investor and for our independent advisers who are diverging from the traditional brokerage channel. We believe VCM will continue to grow exponentially."
