Virtus Investment Partners, Inc. (VRTS) is a distinguished provider of investment management and associated services to individuals and institutions. It is a publicly-traded company listed on the NASDAQ (under the ticker VRTS). Established in 2009, after separating from The Phoenix Companies, VRTS has built a strong reputation as a reliable, client-oriented firm that emphasizes sound investment strategies and excellent risk management. The headquarters resides in Hartford, Connecticut with additional offices spread across the United States.
This firm provides its services via both retail and institutional channels. It extends multiple asset classes, including mutual funds, managed accounts, institutional strategies, and a range of other investment products. The firm's offerings encompass equity and fixed-income strategies, among others. VRTS's line-up of investment professionals can manage and customize these products and strategies to suit a client's particular requirements.
One of the unique selling points of Virtus Investment Partners is its multi-manager approach. This means that they do not rely on a single internal team but rather, collaborate with various specialized boutique managers around the world to ensure global coverage and dedicated expertise. This diversified approach is designed to yield competitive long-term performance.
On its virtus.com website, prospective clients can learn comprehensively about the firm's philosophy. It features a wide range of documents and tools like investment calculators, factsheets, and prospectuses that help clients have a better understanding of their potential investments. To maintain their commitment to transparency, the company regularly issues financial reports and publicly discloses its performance data.
As of 2021, Virtus Investment Partners manages approximately $116.8 billion of assets. Although predominantly active in the United States, this Connecticut-based firm also manages investments on a global scale, cementing its position as one of the premier leaders across investment management industry.
Virtus Investment Partners is also profoundly committed to social responsibility, striving to align their practices with universally-respected principles of responsible investing. The company has embraced Environmental, Social, and Governance (ESG) criteria into their investment approach and corporate culture, outlining efforts to contribute to the broader community's welfare and sustainability while pursuing financial performance.
The company’s vision and dedication to superior client-service delivery have not gone unnoticed. To date, Virtus Investment Partners has perennially bagged multiple industry awards recognizing their bespoke strategies, superior customer service, and corporate culture underpinning the delicate balance between profitability and responsible investing.
In conclusion, Virtus Investment Partners epitomizes a blend of sophisticated, global investment expertise and local, personalized service. Their rich history, global reach and commitment to tailored client service make them a preferred destination for those wishing to navigate the complexities of investing successfully.