Make Better Decisions
The human mind was not optimized to make decisions about money. We share cognitive and emotional biases that can lead us astray. Virtus addresses different ways to transcend these hurdles and achieve better outcomes.
Investors have three fundamental needs: compounding wealth, generating reliable income, and protecting assets from market declines and inflation. The market throws up many road blocks to meeting them. In Pivot with Purpose, we illustrate three categories of solutions for financial advisors and their clients to meet these challenges.