When
building a portfolio Virtus has learned from the most successful
investors of the modern era, the major university endowments. The most
successful endowment fund managers focus the majority of their resources
on developing optimal asset allocation models with alternative
investments as the foundation of their portfolios.
In addition
to using a similar strategic asset allocation philosophy as the major
endowments, Virtus implements a tactical overlay to enhance returns
and/or minimize risk in the short-term combined with proprietary
techniques to customize the portfolio to the needs of the individual
entrepreneur.
After
we arrive at what we believe to be the optimal asset allocation for our
individual clients, we utilize proprietary quantitative and qualitative
analysis to find and bring to bear ideal investment vehicles to be
implemented in our portfolios.
As an independent Registered
Investment Adviser, Virtus has no loyalty to any particular product
while simultaneously having access to virtually any type of investment
vehicle. A typical Virtus portfolio will have the following investment
vehicles:
