Disciplined Momentum Investing for Independent Advisors
a quantitative, momentum-based portfolio designed to identify and capture leadership within the S&P 500.
www.vcmmax10.com | 866.907.4275
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
OVERVIEW
Momentum Max 10 is a quantitative, rules-based strategy designed to identify leadership within the S&P 500. Using a systematic process, the model selects the ten strongest stocks each year and maintains sector balance to help manage risk.
Developed in partnership with Taiber Kosmala & Associates, Momentum Max 10 provides advisors access to institutional-level research within a transparent, easy-to-implement model.
Key Points of the VCM Momentum Max 10:
• Data-driven, repeatable process
• Focused on long-term consistency and discipline
• Integrated within VCM’s Model Marketplace
www.vcmmax10.com | 866.907.4275
Why Momentum?
Following Market Leadership
with Structure and Discipline
Momentum investing seeks to capture the trend that outperforming stocks often continue to lead over time. Momentum Max 10 applies this principle through a quantitative process—removing emotion and relying on data to guide portfolio changes.
The Benefits of the VCM Momentum Max 10:
• Follows measurable strength rather than forecasts
• Helps reduce bias and emotional decision-making
• Refreshes annually to stay aligned with evolving market leadership
• May serve as either a tactical sleeve or part of a core allocation
www.vcmmax10.com | 866.907.4275
The Process and How
The Strategy Works
FOR MORE DETAILS DOWNLOAD THE BROCHURE
1. Screen: Evaluate all S&P 500 stocks based on defined momentum factors.
2. Filter: Apply diversification limits to manage sector concentration.
3. Select: Choose the top 10 names based on adjusted scores.
4. Rebalance: Update annually to reflect market leadership.
5. Deliver: Available as a turnkey model through the VCM platform.
Quick Facts about the VCM Momentum Max 10::
• Minimum Investment: $10,000
• Benchmark: S&P 500 Total Return Index
• Focus: Large-cap U.S. equities
www.vcmmax10.com | 866.907.4275
Built for Advisors,
Designed by Clients
Momentum Max 10 supports advisors seeking structure, transparency, and efficiency. By incorporating a disciplined, data-based model, advisors can demonstrate proactive management and risk awareness while staying focused on client relationships.
Advisor Advantages:
• Professional management and reporting through VCM
• Clear, consistent investment process
• Seamless platform integration
• Client confidence through transparency
www.vcmmax10.com | 866.907.4275
Connect with VCM: Partnering for Growth and Independence
Virtue Capital Management provides independent advisors with institutional-quality strategies, technology, and operational support. Our goal is to help advisors scale efficiently while maintaining full ownership of their client relationships.
The VCM Difference:
• Independent, advisor-focused culture
• Research-driven investment lineup
• Robust operational and compliance infrastructure
• National model marketplace and trading automation
www.vcmmax10.com | 866.907.4275
Investment Advisory Services are offered through Virtue Capital Management, LLC (VCM), an SEC Registered Investment Adviser. This content is for investment professionals only and not intended for public distribution. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Indices such as the S&P 500 are unmanaged and cannot be directly invested in.
