Most portfolios are built from a shelf.
Yours shouldn't be.
Beyond the Traditional Fund Shelf
C&Co provides investment advisory services through Virtue Capital Management, LLC, an SEC-registered investment advisor that provides independent advisors access to a sophisticated investment platform and a broad network of professional money managers.
The idea is simple: combine the personal relationship and customization of an independent advisor with investment capabilities more commonly associated with large private wealth firms and institutional investors.
Rather than relying solely on in-house models or a traditional fund shelf, we can access independent money managers with decades of experience managing institutional assets, each subject to a rigorous due-diligence and ongoing review process before being incorporated into client portfolios.
Virtue’s investment approach emphasizes participation in market growth while actively managing risk during significant market declines. Depending on the strategy, this may include strategic, tactical, or dynamic management designed to adapt as market conditions change.
Where Institutional Managers Meet Personalized Portfolio Design
Access better strategies. Build smarter portfolios.
Our investment approach combines institutional quality third-party management with customized portfolio construction.
Through a Unified Managed Account (UMA) platform, we provide access to a select group of extensively vetted third-party money managers and differentiated investment strategies. These managers are evaluated across performance, risk management, consistency, process, and how they behave through different market environments.
For clients where a more customized approach is appropriate, portfolios may also incorporate momentum based ETFs, tactical allocations, and targeted factor tilts designed around the client's objectives and risk profile.
Rather than relying heavily on traditional fixed income, we may use tactical or dynamic strategies, conservative option-income approaches such as covered-call and buy-write strategies, and outcome-oriented ETFs designed to provide income, downside management, or defined return characteristics.
The objective is simple: build portfolios intentionally, not by filling accounts with a conventional mix of stocks and bonds, but by selecting strategies based on the role each investment is expected to play.
Performance information for applicable investment strategies is available upon request.
Our Custodian
| Aptus Capital Advisors
| BlackRock
| Chapoquoit Dynamic Portfolios
| Charles Schwab Asset Management
| Clark Capital Management Group
| ClearBridge Investments
| Hanseatic Management Services
| iCapital Structured Products
| Innovator Capital Management
| Julex Capital Management
| Kensington Asset Management
| Main Management
| Martin Investment Management
| McElhenny Sheffield Capital Management
| Model Capital Management
| Morningstar Investment Services
| NASDAQ Dorsey Wright
| Ocean Park Asset Management
| Optimus Advisory Group
| Orion Portfolio Solutions
| Q3 Asset Management
| Scarecrow Trading
| State Street Investment Management
| Taiber-Kosmala & Associates
| Toews
| Zacks Investment Management
| Zega Financial
| Aptus Capital Advisors | BlackRock | Chapoquoit Dynamic Portfolios | Charles Schwab Asset Management | Clark Capital Management Group | ClearBridge Investments | Hanseatic Management Services | iCapital Structured Products | Innovator Capital Management | Julex Capital Management | Kensington Asset Management | Main Management | Martin Investment Management | McElhenny Sheffield Capital Management | Model Capital Management | Morningstar Investment Services | NASDAQ Dorsey Wright | Ocean Park Asset Management | Optimus Advisory Group | Orion Portfolio Solutions | Q3 Asset Management | Scarecrow Trading | State Street Investment Management | Taiber-Kosmala & Associates | Toews | Zacks Investment Management | Zega Financial
| Aptus Capital Advisors
| BlackRock
| Chapoquoit Dynamic Portfolios
| Charles Schwab Asset Management
| Clark Capital Management Group
| ClearBridge Investments
| Hanseatic Management Services
| iCapital Structured Products
| Innovator Capital Management
| Julex Capital Management
| Kensington Asset Management
| Main Management
| Martin Investment Management
| McElhenny Sheffield Capital Management
| Model Capital Management
| Morningstar Investment Services
| NASDAQ Dorsey Wright
| Ocean Park Asset Management
| Optimus Advisory Group
| Orion Portfolio Solutions
| Q3 Asset Management
| Scarecrow Trading
| State Street Investment Management
| Taiber-Kosmala & Associates
| Toews
| Zacks Investment Management
| Zega Financial
| Aptus Capital Advisors | BlackRock | Chapoquoit Dynamic Portfolios | Charles Schwab Asset Management | Clark Capital Management Group | ClearBridge Investments | Hanseatic Management Services | iCapital Structured Products | Innovator Capital Management | Julex Capital Management | Kensington Asset Management | Main Management | Martin Investment Management | McElhenny Sheffield Capital Management | Model Capital Management | Morningstar Investment Services | NASDAQ Dorsey Wright | Ocean Park Asset Management | Optimus Advisory Group | Orion Portfolio Solutions | Q3 Asset Management | Scarecrow Trading | State Street Investment Management | Taiber-Kosmala & Associates | Toews | Zacks Investment Management | Zega Financial