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    Virtus Investment Partners is a premier provider of investment solutions to individuals, financial professionals, and institutions. We aim to offer distinguished strategies and original perspectives to help our clients achieve better outcomes.

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    Our partnership approach preserves each affiliate’s unique entrepreneurial culture, provides continued investment autonomy, and ensures appropriate alignment of interests.

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    Virtus aims to drive better investor outcomes through distinguished investment strategies that strive to improve investor portfolios. Whether it is through risk-aware equity portfolios, flexible fixed income portfolios, or thoughtful non-traditional strategies, Virtus is proud to offer a select list of solutions.

     

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Collective Investment Trusts (CITs)

Virtus Investment Partners is committed to addressing a wide range of investor needs by offering a choice of retirement planning solutions.

Our diverse selection of collective investment trusts (CITs) encompasses a wide spectrum of core and specialized investment options across asset classes and market capitalizations.

For more information:

Please call Virtus Retirement Sales Support at 860-263-4815.

Product Offerings:

SEI Trust Company

Ceredex Large Cap Value Equity CIT

Ceredex Mid-Cap Value Equity CIT

Duff & Phelps Global Listed Infrastructure CIT

Duff & Phelps Global Real Estate Securities CIT

Duff & Phelps U.S. REIT CIT

KAR International Small-Cap CIT

KAR Mid-Cap Core CIT

KAR Small-Cap Core CIT

KAR Small Cap Quality Value CIT

KAR Small Cap Sustainable Growth CIT

KAR Small-Mid Cap Core CIT

KAR Small-Mid Cap Quality Value CIT

NFJ Small-Cap Value CIT

NFJ Dividend Value CIT

SGA Global Growth CIT

SGA International Growth CIT

Virtus Emerging Markets Consumer CIT

Global Trust Company

Stone Harbor Bank Loan CIT

Stone Harbor EM Debt Blended CIT

Stone Harbor EM Local Currency CIT

Stone Harbor EM Debt CIT

Stone Harbor Global Diversified Debt CIT

Stone Harbor High Yield Bond CIT

SEI Trust Company:
Each trust referenced is a trust for the collective investment of assets or participating tax qualified pension and profit sharing plans and related trusts and governmental plans, as more fully described in the respective Declaration of Trust. As bank collective trusts, these CITs are exempt from registration as investment companies. Each trust referenced is managed by SEI Trust Company, the trustee, based on the investment advice of Ceredex Value Advisors LLC, Duff & Phelps Investment Management Co., Kayne Anderson Rudnick Investment Management, LLC, NFJ Investment Group, LLC, or Sustainable Growth Advisers, LP respectively, the investment adviser to the trusts.

Global Trust Company:
This is a bank-sponsored collective investment trust and not a mutual fund. Global Trust Company, a Maine Chartered Non-depository Trust Bank, is the Trustee and maintains and manages the Stone Harbor Collective Investment Trust and Stone Harbor Investment Partners, LLC is the underlying investment manager. The Fund is not FDIC insured or registered as a mutual fund with the Securities and Exchange Commission. Interests in the Trust are offered by the Trustee only to certain qualified employee benefit plans and governmental plans pursuant to a confidential offering memorandum. Neither Stone Harbor Investment Partners, LLC nor the Trustee has any obligation to update this summary. This summary has not been approved by the Securities and Exchange Commission or any other federal or state regulatory agency or foreign securities commission. For further information, qualified plan participants should consult their plan sponsors.

Investing involves risk including loss of principal. There is no guarantee that the goals of a Collective Investment Trust will be met.

Welcome Institutional Investors and Consultants

Please read this important information.  The information available in this section of our web site is solely intended for an institutional investor or investment consultant audience. There is no guarantee that any research, commentaries or market opinions offered on this web site will be realized. This information should not be construed as investment advice and should not be used as the basis for any investment decision. Investment products and services are not available for sale in certain countries or in jurisdictions where prohibited.

Virtus Investment Partners

Mutual funds, ETFs, and Virtus Global Funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.

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