Description: Management and marketing firm committed to providing financial institutions a unique opportunity to offer financial planning, insurance and wealth management.
services (27302) insurance (9817) planning (4910) wealth management (1498)
Financial Institutions
News & Media
Avoidance is the best means of risk control. In today’s regulatory and litigious environment, we are seeing financial institutions moving away from the investment and wealth management programs due to the increased risks associated with recent government regulations. This is where Virtue Financial and Infinex Investments, Inc. becomes an important and necessary partner. We take on the program management, risk management and compliance designed for financial institution so you don’t have to.