VCM Statement of Disclosure

NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE 

This site is for the use of clients and potential clients of Virtue Capital Management, LLC. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk tolerance assessment, or for any other purpose. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Virtue Capital Management, LLC is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws. 


Virtue Capital Management, LLC, an SEC-registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability.



Information throughout the Virtue Capital Management, LLC site and materials, whether stock quotes, charts, articles, or any other statements regarding market or client performance or other financial information is obtained from sources which Virtue Capital Management, LLC., and its suppliers believe reliable, but Virtue Capital Management, LLC. does not warrant or guarantee the timeliness or accuracy of this information. Virtue Capital Management, LLC, nor its suppliers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. 


At certain places throughout the Virtue Capital Management, LLC site, live links to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Virtue Capital Management, LLC. Virtue Capital Management, LLC. does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Virtue Capital Management, LLC. 


Past performance is not indicative of future results. No investment is risk-free. Therefore, different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Virtue Capital Management, LLC.), or any non-investment related content, made reference to directly or indirectly on Virtue Capital Management, LLC. website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Virtue Capital Management, LLC. or your advisor. Please remember to contact your advisor, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. 


Mutual funds and other securities may distribute taxable dividends and capital gains to investors. Taxes on such items can affect the returns realized from such investment income received from certain investments may be subject to the Alternative Minimum Tax (AMT). Please consult with your tax advisor before making any investment and consider the effect that taxes may have on returns. 


Rebalancing assets in a portfolio can have tax consequences. Selling assets in a taxable account may result in a taxable gain. Virtue Capital Management, LLC. is neither a law firm nor a certified public accounting firm and no portion of the website should be construed as legal or accounting advice. 


With respect to the Virtue Capital Management, LLC models referenced herein, as with any investment philosophy, there is possibility of profitability as well as loss. Diversification seeks to improve performance by spreading investment dollars into various asset classes to add balance to a portfolio. In addition, stop-loss strategies seek to limit losses by selling after a certain level of decline. Using these methods, however, does not guarantee a profit or protection from loss in a declining market. Virtue Capital Management, LLC. does not guarantee performance for any investment recommendation. 


Investors should consider investment objectives, risks, charges, and expenses before investing. 


Your use of this site is acknowledgment that you have read and understood the full disclaimer. 

FOR FINANCIAL PROFESSIONAL USE ONLY

Virtue Capital Management, LLC, an SEC registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability. For more information, please read our Disclosures and Privacy Policy. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

www.whyvirtue.com | 866.907.4275

www.whyvirtue.com | 866.907.4275

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FOR FINANCIAL PROFESSIONAL USE ONLY – NOT INTENDED FOR CONSUMERS.

Virtue Capital Management, LLC, an SEC registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability. For more information, please read our Disclosures and Privacy Policy. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.