Virtus Financial Partners

Overview

Virtus Financial Partners operates as an independent registered investment adviser organized as an LLC. The firm focuses on fee-based advice for individuals, families and some institutional clients, combining financial planning with portfolio management for individuals and small businesses. Its advisory services include selecting outside managers and running educational workshops, and the firm describes itself as a capital allocator—placing client capital with third-party managers when appropriate. Investment approach leans toward diversified, fund-centric portfolios rather than concentrated single-stock bets. Public mutual funds and commingled vehicles make up the bulk of client exposures. The firm is not an active ESG investor and does not position itself as a multi-state adviser. Its fee model is flexible: percentage of AUM is used alongside hourly and fixed-fee engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices