Virtue Capital Management (VCM) will be hosting a 4-part webinar series to take a deep dive into everything available to RIAs & IARs working with VCM while providing key takeaways for you to implement into your practice regardless if you are working with VCM or not.
A webinar will be hosted each Thursday beginning March 25th and ending April 15th from 12:00 p.m. to 1:30 p.m. Central Time covering four different topics:
March 25th - An Overview of VCM and the VCM Investment Options/Styles
April 1st - Marketing Your Brand
April 8th - The Case Design Process, Making the Investment Recommendation ,and Advisor Support
April 15th - Technology and Tools to Grow Your Practice
Webinar One - VCM Investing Philosophy (3/25/21)
Learn why RIAs / IARs are choosing to work with VCM making VCM one of the fastest growing RIAs in America. VCM is a client-centric, hands-on registered investment advisory firm that allows advisors to choose among many proven, specialized, financial models that address each client’s custom investment goals. VCM provides exceptional back-office support and industry leading dedication to quality service. Topics to be covered on this webinar include:
Overview of VCM
• The Evolution of VCM
• Over 100 strategies from more than 35 unique Money Managers, several of which are proprietary to VCM
• 3rd Party Money Managers standards and requirements that need to be met initially and annually in order to be approved and made available on the VCM platform
Investing Philosophy- Strategic, Dynamic, Tactical, and Strategies
• VCM Tactical Overlay Strategies – VCM employs an overlay strategy with a goal to mitigate downside risk. The overlay strategy employs a series of technical indicators which dictate either a risk on or risk off posture.
• VCM Stop Loss Strategies – We offer a S&P 500 Market Weight, S&P 500 Equal Weight and Invesco QQQ versions. This series of three strategies (Conservative, Moderate & Aggressive) employs a proprietary stop loss and re-entry methodology. Learn more at www.stoplossportfolios.com.
• VCM Multi-Trigger Overlay Strategies – Blending some of our most utilized risk managed strategies, these strategies provide trigger diversification within one strategy by employing three separate risk on / risk off indicators, hence the name “Multi-Trigger”. These multiple triggers allow the strategies to be fully invested in equities, partially defensive (risk off) or fully defensive. Learn more at www.vcmmultitrigger.com.
