Virtus Investment Advisers, Inc. is a large advisory firm based in Hartford. It manages $26.95 billion of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Connecticut and Massachusetts.
Virtus Investment Advisers provides portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and an employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Virtus Investment Advisers, Inc. is $26.95 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and $109.1 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Virtus Investment Advisers, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Nancy Greene Curtiss is investment companies with 46 clients and $26.84 billion of assets under management. Among the 8 most similar advisory firms, Virtus Investment Advisers has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $26.95 billion for 50 clients. 8% of the firm’s clients are foreign persons or businesses.
Virtus Investment Advisers doesn't advise any private funds.
Nancy Greene Curtiss has been acting as President since 1 Nov 2007. Yvonne I (Mi Only) Pytlik joined the executive team most recently as the Corporate Head Of Compliance.
The principal office where Virtus Investment Advisers, Inc. performs its advisory services is located at One Financial Plaza, Hartford, CT 06103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-248-7971 or by fax 860-241-1024. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at virtus.com/ and its LinkedIn profile.