Virtus Investment Partners

Virtus helps people and companies grow their money through professional investing. It offers many different funds and portfolios to meet client goals. The firm connects everyday savers with expert market managers.

What Does Virtus Offer?

• Open-end funds: Investment pools including mutual funds and exchange-traded funds for individual investors.
• Closed-end funds: Portfolios with a fixed number of shares that trade on the New York Stock Exchange.
• Retail separate accounts: Personalized investment portfolios managed for individuals through financial intermediaries and advisors.
• Institutional accounts: Specialized investment services for corporations, pension plans, foundations, and sovereign wealth funds.

Recent Strategic Moves

• Acquired a 35% minority interest in Crescent Cove Advisors on December 15, 2025.
• Entered an agreement to purchase a majority interest in Keystone National Group in December 2025.
• Expanded the company's presence in private credit markets through these recent alternative investment partnerships.

The Multi-Manager Advantage

Virtus uses a model that supports several independent investment teams under one corporate roof. This allows each manager to keep their own style while sharing a central sales and support network.

A Look at the Numbers

• Total revenues reached $852.9 million in 2025, a 6% decrease from the previous year.
• Operating income was $168.7 million in 2025, down 7.6% from 2024.
• Net income per diluted share rose to $19.97 in 2025, up 18.2% year-over-year.
• Assets under management—the total value of client investments—fell 8.9% to $159.5 billion at year-end 2025.

The Final Word

Virtus has evolved by adding private credit and alternative strategies to its traditional stock and bond offerings. While assets and revenue fluctuated in 2025, the firm maintained its focus on specialized investment styles.