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Virtue Capital Management
Virtue Capital Management is a registered investment advisor using dual momentum sector and style rotation strategies across U.S.
Virtue Capital Management
Virtue Capital Management is a registered investment advisor offering systematic sector and style rotation strategies based on dual momentum — combining relative strength with absolute momentum to time entries and exits. The firm was founded with a quantitative focus; its website lists offices in Miami, Los Angeles, New York, San Francisco, and Suzhou, China. The VCM Dual Momentum Sector Rotation Series ranks the top four U.S. economic sectors (excluding real estate) using a proprietary relative strength methodology, with cash as the alternative when the 1-month T-Bill outperforms any sector. The Style Rotation Series applies the same approach to ten global asset classes. Rebalancing occurs monthly after the last trading day, and cash can represent 25% to 100% of equity exposure. The firm does not disclose AUM or number of clients. Virtue Capital Management does not employ a named CIO or portfolio manager in public materials. The firm's main website directs investors to request a whitepaper for more detail. No recent operational events were reported in the last 24 months. The advisor operates as a single corporate entity without disclosed separate philanthropic or operating companies. Virtue distinguishes itself through a fully automated, rules-based investment process that requires no discretionary human intervention in asset selection. The dual momentum overlay is designed to scale across different account sizes and risk profiles, making the firm more akin to a systematic asset manager than a traditional family office or wealth advisor.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Additional offices
Los Angeles, CA · New York, NY · San Francisco, CA · Suzhou, China
Sector focus
Frequently asked questions
How does Virtue Capital Management make investment decisions?
Virtue uses a proprietary dual momentum methodology that combines relative strength rankings with absolute momentum. The firm compares 10 U.S. economic sectors (or 10 global asset classes for the style strategy) and invests in the top four, with cash as a fifth option when the 1-month T-Bill outperforms. Rebalancing occurs monthly based on the last trading day's data.
What investment products does Virtue Capital Management offer?
Virtue markets three versions of its Dual Momentum Sector & Style Rotation Strategies, structured for different risk tolerances. The Sector Rotation Series targets U.S. equity sectors, while the Style Rotation Series covers global asset classes. All strategies use the same relative strength ranking methodology and can allocate up to 100% to cash.
Where does Virtue Capital Management operate?
The firm lists offices in Miami (HQ), Los Angeles, New York, San Francisco, and Suzhou, China. This geographic spread suggests a multi-regional client base, though specific service areas are not detailed.
Does Virtue Capital Management disclose its AUM?
No. Virtue does not publish AUM figures on its website or in public filings that are sourced here. The firm's ADV Part 2A brochure is available upon request but was not provided for this analysis.
Who runs Virtue Capital Management?
Virtue's website names no individuals in leadership or investment roles. The firm's principals are not publicly listed, and the ADV Part 2A was not available for review.
Is Virtue Capital Management suitable for institutional allocators?
Virtue's systematic, rules-based approach could appeal to allocators seeking a low-discretion, quantitative rotation strategy. However, the lack of disclosed AUM, named principals, and recent activity makes due diligence difficult without direct engagement with the firm.
Does Virtue Capital Management participate in fund commitments or direct deals?
Virtue does not describe investing in external funds or direct private deals. Its focus is entirely on public market sector and style ETFs, using a dual momentum overlay, which suggests it operates as a managed account or mutual fund strategy provider.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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