Virtue Asset Management
Fee-Only Financial Planner serving the Chicago, IL area.
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.
Robert Finley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Robert Finley is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Robert Finley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Robert Finley is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Contact Robert Finley
18-5 East Dundee
Barrington, IL 60010
155 N. Wacker
Chicago, IL 60606