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Can I transfer my existing investments to Virtus?

Asked 2 years ago
Transferring existing investments to Virtus Investment Partners is indeed possible, but the process may vary depending on the type of accounts and investments involved. Virtus offers a range of products and services, including mutual funds and investment strategies that could suit different investment needs. The actual transfer process typically involves a few key steps. First, an investor would need to determine which specific Virtus fund or strategy aligns with their investment objectives. Then, it is important to complete the necessary paperwork required for the transfer, which may include forms to facilitate the move of assets from the current financial institution to Virtus. Furthermore, one should be mindful of any potential tax implications, fees, or other considerations associated with transferring investments. It is advisable to consult with a financial advisor or conduct thorough research to ensure the transfer aligns with your overall investment strategy. If you are curious about particular account types or have specific questions regarding the transfer process, you may find helpful information on the current Virtus website, which includes details on their offerings and guidance for prospective investors.
Answered Aug 27th 2025

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