Expansion without Excess


At Virtue Consulting, our mission is to empower boutique investment firms to grow efficiently.We enhance client acquisition and retention, while driving operational excellence to maximize profitability, minimize risk, and ensure sustainable, long-term success.

Our Mission

Virtue was founded to provide an efficient way for boutique investment organizations to reach their full potential. We address an obvious yet ubiquitous problem—non-investment functions can be as important to success as investment performance but often don't receive their due. This can lead to ineffective business functions, operational friction, and sub-standard client and employee experiences, ultimately resulting in muted long-term asset growth... We want to fix this.

Strategic Insight and Execution Aligned with Your Priorities

Whether you're a small or mid-sized organization looking to grow or a well-established firm aiming to scale, our expertise provides the clarity and confidence you need for success. We streamline client-facing, marketing, and operational functions to boost engagement and simplify your daily operations, building a scalable platform for future growth. With our support, your team can focus more time and energy on driving returns and delivering exceptional client service.We partner with a select number of firms at an inflection point in their growth to offer a high-touch experience, ensuring you receive the maximum benefit from our expertise and stewardship.

Why Choose Virtue?

With nearly 20 years of comprehensive leadership experience at and with top boutique investment firms, we are uniquely equipped to streamline paths to growth. Our passion for operational excellence and client service allows us to deeply understand the challenges and opportunities involved in scaling investment organizations.Partnering with Virtue means gaining a dedicated senior advisor and operator who integrates seamlessly into your team. Our hands-on, personalized approach addresses your specific challenges and tailors solutions to meet your unique needs.

Expert Leadership and Enhanced Efficiency at a Fraction of the Cost

With Virtue, you benefit from:

  • Cost-Effective Expertise: Obtain non-competitive, executive-level experience without the high cost.

  • Fresh Perspectives: Leverage outside expertise to gain new and relevant insights.

  • Scalable Operations: Access specialized skills and knowledge exactly when and where it’s needed.

  • Enhanced Efficiency: Streamline processes, improve accuracy, and boost transparency.

  • Flexible Solutions: Tailor services to your evolving needs and opportunities.

  • Increased Margins: Achieve cost savings, raise revenue, and optimize resource allocation.

  • Improved Quality: Benefit from institutional-grade execution and rigorous quality control aligned with best practice.

  • Strengthened Culture: Enable internal team to focus on strategic priorities and leveraging strengths.

Let Virtue Consulting be the stabilizing force that propels your organization to new heights, ensuring operational excellence and sustainable growth without significant cost.

Expansion without Excess... Let's do this!

Learn how we can help

Get To Know Us

Jason Salerno
Founder

  • 17 years of experience / 15 in-house at a top-tier boutique manager

  • Specialist in Institutional & HNW investor relations, marketing materials, cross-functional operations, and technology

Jason is a thoughtful and visionary leader with extensive experience working at a top-tier asset management firm that grew rapidly from $6B/40 employees to $62B/110 over 15 years. He leads client service, marketing, operations, and technology teams to develop and execute strategic solutions that support asset growth through the delivery of world-class client experiences, enterprise risk reduction, and operational excellence. As a skilled problem solver adept at collaborating across functional areas and third parties, he is uniquely qualified to help you scale your organization.While working for Harding Loevner, he served as the face of the firm to institutional clients totaling ~$20B in AUM while overseeing a team responsible for client relationships, onboarding, reporting, portfolio management, presentations, client service, and pooled vehicle management. He partnered with senior leadership on key initiatives to transform client service delivery, raising service levels during a period of rapid growth. These initiatives included implementing new systems (Eze OMS/Compliance, Geneva, FactSet, MSCI ESG, Glass Lewis), optimizing pre- and post-trade compliance, syncing operational workflows/data across teams and systems, and developing firmwide centers of excellence. His efforts also included implementation of the firm’s first robotic process automation (RPA) solution, transformation of SMA/UMA trade management, and optimization of Eze OMS workflows and reporting to support best execution.Having helped engineer one of the true asset management success stories of the past 20 years, Jason now uses his expertise and leadership to partner with other visionary firms on finding their own paths to extraordinary growth.He holds a BA in Economics from the University of Pennsylvania

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What we do

Strategy & Operations

Develop a Roadmap for Sustainable Growth

  • Define organizational and client experience strategies to enhance client acquisition and retention.

  • Conduct strategic assessments of functional areas to identify and address operational gaps.

Optimize Infrastructure for Operational Excellence

  • Align people, processes, and technology to mitigate risks and achieve synergies and scale.

  • Optimize portfolio management vendors/technology in alignment with business objectives and budget.

  • Enhance productivity through team mentorship, training on best practices, and documentation.


Marketing

Effectively Communicate Your Story Across Channels

  • Define client personas and tailor marketing efforts to effectively engage target audiences.

  • Enhance materials and messaging to achieve revenue and client goals.

  • Optimize workflows to improve content production efficiency.


Investor Relations

Grow a Diversified Client Base with Coordinated Distribution

  • Develop product lineup that meets global investor needs (e.g., 40 Act, UCITS, AIFM).

  • Implement scalable RFP, DDQ, and knowledge-sharing processes to ensure clear, consistent messaging.

Drive Client Retention with Personalized Experiences

  • Deliver differentiated, institutional-quality service at scale through efficient customization.

  • Implement comprehensive CRM systems that fully support marketing and distribution objectives.

Sharp analysis of our challenges... Would have been difficult to draw such a diagnosis from an internal point of view… Various proposed solutions to overcome those challenges: Jason brought a lot of perspective.
– Head of Client Service, $14B asset manager

How We Work

A Structured Approach Focused on Your Highest Priorities

1. Evaluate

2. Plan

3. Execute

We start with a thorough review of your business to gain an understanding of your history, vision, goals and pain points. This process typically takes 2-3 months.

Once we're knowledge about your needs and daily operations, we collaborate with you to develop an action plan to integrate into your day-to-day and drive improvements.

We work side-by-side with your team to own and oversee operations while continuing to evaluate risks and opportunities. We ask to meet with senior stakeholders bi-weekly, at a minimum, to ensure alignment and satisfaction.

1. Evaluate

We start with a thorough review of your business to gain an understanding of your history, vision, goals and pain points. This process typically takes 2-3 months.

2. Plan

Once we're knowledge about your needs and daily operations, we collaborate with you to develop an action plan to integrate into your day-to-day and drive improvements.

3. Execute

We work side-by-side with your team to own and oversee operations while continuing to evaluate risks and opportunities. We ask to meet with senior stakeholders bi-weekly, at a minimum, to ensure alignment and satisfaction.

Our team works on a retainer basis. Monthly, daily and hourly pricing (minimum 20 hours/month) is available, as well as project pricing.

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Case Study

Strategic growth initiatives for multi-asset manager Montrusco Bolton Investments, Inc. ("MBI")

Summary

  • 50-person, $10B Montreal-based MBI faced growing pains from a rapid increase in interest from non-Canadian institutions.

  • Challenged with scaling Sales, Client Service, and Marketing functions, we aimed to improve operational efficiency and service delivery amidst high client growth and increased complexity.

Actions

Virtue Consulting undertook a strategic assessment to identify and implement improvements across client-facing functions. Key actions included:

  • Stakeholder interviews to understand the business and market positioning.

  • Development of recommendations to expand marketing to enhance brand awareness and client service, as well as standardize processes for increased firm-wide efficiency and collaboration.

Results

Our focused six-month engagement resulted in:

  • Clear strategic roadmap enabling swift implementation of high-priority projects and actionable recommendations for future scalable growth and efficiency.

  • Enhanced marketing content and messaging, streamlined RFP process, documented data processes and a comprehensive operational gap analysis.

Testimonial

Sharp analysis of our challenges... Would have been difficult to draw such a diagnosis from an internal point of view… Various proposed solutions to overcome those challenges: Jason brought a lot of perspective.
– Head of Client Service, Montrusco Bolton

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Scale is just a click away

Get in touch to learn more about how we can help your firm grow efficiently.We would love to hear your story and share our insights!