Virtus Investment Partners Account Type

Virtus Investment Partners offers several types of accounts for investors, including:

• Retail Separate Accounts: These are customized portfolios managed by professional investment managers. Each investor directly owns the securities in their account, allowing for tailored investment strategies that align with individual financial objectives.
• Mutual Funds: Virtus provides a variety of mutual funds, including open-end mutual funds, closed-end funds, and exchange-traded funds (ETFs). These funds are designed for different investment strategies and risk profiles.
• Institutional Accounts: These accounts cater to corporations, retirement funds, foundations, and endowments, offering specialized investment management services.

Virtus Investment Partners Broker Account Opening Process

To open a broker account with Virtus Investment Partners, follow these steps:

• Choose Your Account Type: Determine which account type suits your investment needs—retail separate accounts, mutual funds, or institutional accounts.
• Complete the Application: Fill out the appropriate application form for the selected account type. For retail accounts, you may need to review a prospectus.
• Provide Necessary Documentation: Gather and submit any required documentation, such as identification and proof of address.
• Initial Investment: Ensure you meet the minimum investment requirement, which varies by account type. For example, the minimum initial investment for a regular account is $2,500.
• Submit Your Application: Send your completed application and necessary documents to Virtus for processing. You can typically do this online or via mail.
• Account Activation: Once your application is approved, you will receive confirmation and access to your account to start trading.

For further details, visit Virtus Investment Partners.