CHICAGO, April 18, 2017 /PRNewswire/ -- Independent investment advisor Virtue Asset Management (http://virtueassetmanagement.com/) announces the opening of a second office in Chicago to join the flagship office in Barrington. Founded in 2016 by Robert Finley, CFA, CFP®, the firm is looking to capitalize on its strong start by continuing to provide individualized and comprehensive client services.
The mission of Virtue Asset Management is to help clients grow and protect the wealth they've worked diligently to accumulate — without incurring needless risk. As an independent advisor, Virtue Asset Management is not burdened with the sort of conflicts of interest one finds with institutional advisors. "The advantage of being independent is having the flexibility to meet with clients more often and to have longer, deeper conversations that result in a customized solution," explains Finley.
From an investment perspective, Virtue Asset Management creates diversified portfolios that include primarily individual stocks, bonds and ETFs. Portfolios are likewise optimized for tax purposes, and clients are encouraged to ask questions and provide input on specific investments in their portfolio.
Sound investment is just one piece of the financial planning puzzle, and Virtue Asset Management strives to keep the full picture in mind. Most importantly, the firm's approach to planning is highly individualized. Everyone has unique needs and objectives; life stage and current net worth will be only two factors among many determining these variables. Virtue Asset Management works collaboratively with each client on the task of setting goals. Then, the firm does the leg work of finding the right path to reach those goals. Regular reviews ensure that goals and tactics remain congruent.
Whereas so many investment advisors take on too many clients, Virtue Asset Management is committed to a small, select group of institutions and high net worth individuals who appreciate personalized and professional service. To that end, the firm offers relatively frequent in-person meetings in which matters of real substance are broached and carefully examined.
Looking ahead, Virtue Asset Management plans to continue offering the exceptional client experience that has already made it a trusted advisor for many in greater Chicago.
About 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 county. The company is founded on the highest level of moral and ethical principles.
Founder and Principal Robert Finley grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money for high net worth individuals, business owners, foundations and endowments. Finley launched Virtue Asset Management in April 2016. He lives in Barrington, Illinois with his wife and two children.
Robert Finley CFA, CFP®
18-5 E. Dundee Suite 200
Barrington, IL 60010
155 N. Wacker Suite 4250
Chicago, IL 60606
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SOURCE Virtue Asset Management