INTRODUCING VIRTUE CAPITAL MANAGEMENT'S

Welcome to StopLossPortfolios.com, powered by Virtue Capital Management. Thank you for your interest! Please take a few minutes to browse our site and get a basic understanding of our unique "stop loss" models. The two-minute animated video will break down the basics of our "stop loss" models, and the handy infographic provides a brief overview of how our models work.

 

Over time, history has shown that recovering from a significant loss can take years - years that some investors simply may not have. And that's where Virtue Capital Management's innovative Stop Loss Portfolios may be a fit.

 

We look forward to speaking to you soon.

www.virtuecm.com | 866-907-4275

No strategy is perfect. Stop loss strategies, including ours, will not always get it right. Not every 12 percent loss signals a would-be catastrophic market or stock decline. It is important to remember the power of losses, percent of decline, and time it takes to fully recover could be catastrophic for those in or near retirement, especially if you are taking withdrawals from

your investments during a correction period. Virtue Capital Management employs a variety of investment strategies that are viable in the current marketplace. For more information, please call our Business Development Department at 866-907-4275 and visit www.virtuecapitalmanagement.com. Virtue Capital Management, LLC is an SEC registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Please be advised that investing involves risk and that no particular investment strategy can guarantee against a loss. In particular, stop loss/buy orders do not guarantee securities will be sold/bought at a particular price. Stop loss/buy orders are generally converted to market orders at the specified price, and may be executed at a lower/higher price do to liquidity and current demand for the security. In addition, stop loss/buy orders may increase trading cost which could lower the portfolio’s rate of return. The cash position may be more or less than 3% in the future which would have an impact on returns. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available through this paper should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. The S&P 500 index is designed to be a broad based unmanaged leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe or representative of the equity market in general. This index does not reflect the deduction of any fees. It is not available for direct investment. Exposure to an asset class represented by an index is available through investable instruments based on that index. The charts provided are for illustrative purposes only and do not take into account your particular investment objectives, financial situation or needs and may not be suitable for all investors. They are not intended to project the performance of any specific investment and are not a solicitation or recommendation of any investment strategy.

 CLICK AND WATCH THE STOP LOSS

WHITEBOARD ANIMATION VIDEO

Watch our two-minute whiteboard animation video. In it, we'll share some of the details of our three "stop loss" model portfolios. The goals of these portfolios are simple: to achieve full diversification across all U.S. equity sectors, help remove the emotional aspect of investing, limit downside risk and participate during market recovery.

FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT

Virtue Capital Management | 6 Cadillac Drive, Suite 310 | Brentwood, TN 37027 | 866-907-4275

©COPYRIGHT 2014-20. VIRTUE CAPITAL MANAGEMENT. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.

*STOP LOSS TRIGGER DETAILS: Equities/RSP will be sold when the S&P 500 closes down 12% or greater below its peak value (intra-day movement below 12% from peak will not trigger equities “RSP” sale) There is no guarantee that we will sell RSP right at 12% in fact there is an extremely low probability that would ever happen. The investor would have to be invested at the peak value of the S&P 500 to  experience the full downside loss (hypothetically 12% for aggressive investors) prior to selling equities. Since the equity sell trigger is when the S&P 500 closes down 12% or greater, the example below would apply.  Aggressive equity sell trigger = 12% Moderate equity sell trigger = 8.4% (70% invested in RSP X 12% loss =8.4% loss)  Conservative equity sell trigger = 4.8% (40% invested in RSP X 12% loss =4.8% loss)

FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT

Virtue Capital Management | 6 Cadillac Drive, Suite 310 | Brentwood, TN 37027 | 866-907-4275

FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT

©COPYRIGHT 2014-20. VIRTUE CAPITAL MANAGEMENT. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.

Virtue Capital Management | 6 Cadillac Drive, Suite 310 | Brentwood, TN 37027 | 866-907-4275

Get the Free Whitepaper.

Download our free whitepaper, stop the loss, and start sleeping easy. Simply complete the form to the right, and receive an instant download of our free Stop Loss Whitepaper.

No strategy is perfect. Stop loss strategies, including ours, will not always get it right. Not every 12 percent loss signals a would-be catastrophic market or stock decline. It is important to remember the power of losses, percent of decline, and time it takes to fully recover could be catastrophic for those in or near retirement, especially if you are taking withdrawals from

your investments during a correction period. Virtue Capital Management employs a variety of investment strategies that are viable in the current marketplace. For more information, please call our Business Development Department at 866-907-4275 and visit www.virtuecapitalmanagement.com. Virtue Capital Management, LLC is an SEC registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Please be advised that investing involves risk and that no particular investment strategy can guarantee against a loss. In particular, stop loss/buy orders do not guarantee securities will be sold/bought at a particular price. Stop loss/buy orders are generally converted to market orders at the specified price, and may be executed at a lower/higher price do to liquidity and current demand for the security. In addition, stop loss/buy orders may increase trading cost which could lower the portfolio’s rate of return. The cash position may be more or less than 3% in the future which would have an impact on returns. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available through this paper should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. The S&P 500 index is designed to be a broad based unmanaged leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe or representative of the equity market in general. This index does not reflect the deduction of any fees. It is not available for direct investment. Exposure to an asset class represented by an index is available through investable instruments based on that index. The charts provided are for illustrative purposes only and do not take into account your particular investment objectives, financial situation or needs and may not be suitable for all investors. They are not intended to project the performance of any specific investment and are not a solicitation or recommendation of any investment strategy.