Know Your Big Picture. Grow Your Capital. Minimize Your Taxes.
Your Vision.
Our Stewardship.
Building on a 30-year legacy of the Virtus Financial Group of Companies to provide disciplined investing and advise with integrity.
One Step Ahead
Why Work With Virtus Investment Counsel
At Virtus Investment Counsel, we treat your goals and watch over your portfolio with the same care and commitment we’d give our own. Because we know that behind every investment decision is a life you’re working hard to build—and a future you’re planning carefully.
Our Story
Virtus Investment Counsel Inc. is a new member of the Virtus Financial Group of Companies (“VFGC”).
Since 1995, the founding VFGC member companies have provided clients with select real estate investment opportunities.
In 2019, VFGC expanded its horizons to include private capital market investments through the acquisition of STEVLOC Management Inc., an exempt market dealer, which it renamed to Virtus Capital Management Inc.
In 2025, VFGC launched Virtus Investment Counsel Inc., offering sophisticated discretionary portfolio management and financial planning services, and keeping front and center the goal to protect and grow clients’ wealth. This is the guiding principle that forms the foundational philosophy of Virtus Investment Counsel Inc. and the VFGC member companies.
Our Mission
At Virtus Investment Counsel, our mission is to help you protect what you’ve built, grow it with purpose, utilize tax-efficiencies, and feel confident in every financial decision along the way. Our goal is to be your steady partner through life’s changes, offering the insight and guidance you need to move forward with confidence and peace of mind.
Capital Stewardship
Learn About Our Team and Our Story
Meet the Virtus Investment Counsel Team
John Lombard, CFA®, CFP®
CEO, CIO, CCO, Portfolio Manager
Virtus Investment Counsel Inc.
Trevor Wolfe
COO
Virtus Investment Counsel Inc.
Learn About Our Team and Our Story
Meet the Virtus Investment Counsel Team
The Virtus Investment Counsel Approach
We are guided by three powerful principles for financial success:
01
Run Your Own Race
Investing is more like a marathon than a sprint. Successful marathon runners make a plan that fits their strengths and goals and stick to it. Likewise, investors are more likely to succeed when they make a plan that fits their unique big picture and follow it.
02
Protect and Grow
Losses and gains don’t balance out evenly. Reasonable fluctuations are a normal part of investing, but recovering from big losses demands even bigger gains. So in our view, investment strategies should take into consideration proactive capital protection.
03
Details Make a Difference
Controlling costs, using tax advantages, anticipating future needs, and adapting to changes are examples of details that impact your financial results. Success requires that you know the details that apply to you and execute on them.
Our commitment is steadfast: to serve individuals, families, businesses, and foundations with the same dedication and excellence that has defined the Virtus Financial Group of Companies’ legacy. We invite you to contact with us today if you would like to learn more about Virtus Investment Counsel.