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Educating clients

At Virtus Investment Partners, we treat our clients as partners. We urge you to use Virtus as a trusted resource in your path to understanding the latest investment strategies.

  • Retirement Seminar - Retirement has changed significantly since our grandparents and parents retired in the 60’s, 70’s, even the 80’s.
  • Joe Terranova 1Q 2014 Playbook Presentation - Virtus Chief Market Stategist Joe Terranova gives detailed information on his 3rd Qtr 2013 Market Outlook
  • Why Active Asset Allocation? - A Lesson in Market Eras. Over the past 60 years, there have been four distinct market eras. Take advantage of this marketing piece to educate your client on Active Asset Allocation. Contact your Regional Director at 1-800-243-4361 to set up a presentation.
  • Managing the Law of Market Cycles - Understanding the difference between investment performance and investor performance means Managing the Law of Market Cycles. In this presentation, Virtus offers a comprehensive review of historical market cycles and their impact on investor behavior and investment results.
  • Elements of Diversification - Market leadership changes from year to year and predicting the winning style is impossible. This table highlights the importance of diversification.
  • Wealth Planning Overview - A comprehensive review of different types of planning that will help you and your clients identify their investment needs and goals.