Robert Finley| CFA, CFP®
Virtue Asset Management
- Fee-Only Financial Planning
- Financial Review
- High Net Worth Client Needs
- Retirement Planning
- Investment Management
- Socially Responsible Investments
- Estate Planning
- Divorce Planning
- Charitable Giving - Trusts & Foundations
- 401(k) and IRAs
- Business Planning
- Advising Entrepreneurs
Barrington, IL 60010
Chicago, IL 60606
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Robert Finley is a Chicago, IL Fee-Only Financial Planner serving the greater Chicago area and clients across the country. Virtue Asset Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Robert Finley is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 15 years of experience. Robert most recently managed over $375 million in assets for high net worth individuals as a Senior Portfolio Manager.
Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert moved to TIAA-CREF's Trust department as a Senior Portfolio Manager. He launched Virtue Asset Management, an independent asset management company, in 2016.
In addition to his professional certifications, Robert is also a member of American Mensa and the National Association of Personal Financial Advisors (NAPFA). He lives in Barrington, Illinois with his wife and two children.
You worked hard to accumulate your wealth. Virtue Asset Management is an independent company offering customized solutions and superior customer service to help you grow and protect your assets from unnecessary risk.
Our independence means you are served with unbiased, objective advice. It allows us to recommend products and solutions without any conflict of interest.
To achieve a heightened level of customization for each client in a cost efficient manner, we create diversified portfolios using individual stocks and bonds combined with exchange traded funds (ETFs). When appropriate, we will utilize mutual funds and options. Our portfolios are tax-optimized with a focus on maximizing after-tax returns on a risk-adjusted basis.
It is imperative for clients to be well informed about potential risks and rewards of their portfolios. We take prudent risks with our investments and rest assured that we will continue to monitor any changes in your portfolio or risk-reward profile.