U.S. Wealth Index

Mutual Fund

Please see recent press release.

Virtus - Investment PartnersVirtus Investment Partners (NASDAQ: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors.
The company provides investment management products and services through its affiliated managers and select subadvisers, each with a distinct investment style, autonomous investment process and individual brand. Virtus Investment Partners offers access to a variety of investment styles across multiple disciplines to meet a wide array of investor needs. Additional information on Virtus Investment Partners Mutual Funds can be found at www.virtus.com, or by calling 1-800-243-4361, or email.

Unified Managed Account (UMA)

The Wealth Index is currently available on the Envestnet Unified Managed Account (UMA) platform.

Envestnet Asset Management is one of the largest providers of wealth management solutions in the financial industry and provides more than 14,000 financial advisors with a broad range of investment management products and services.