Virtus Family Office provides investment management and financial planning services. Investment management involves ongoing supervision of client accounts with investments in stocks, bonds, and other securities. Financial planning helps clients understand their financial situation and set objectives, covering areas like tax planning, retirement, and risk management. Virtus also manages a fund that invests in private equity and other alternative investments. They may recommend third-party money managers.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset management fee may be negotiable.