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.
Virtus Investment Partners accounts can be viewed for products that can be traded accounts with a minimum deposit of by (2+) .