Strengthen the Business of Advising

Supporting independent advisors in all aspects of their investment advisory businesses

With turnkey investment portfolios, Valor helps you strategize and structure a client portfolio to meet their goals and objectives. From delivering robust technology and full-service investment operations support—
Valor provides everything you need to efficiently scale your business and protect your #1 asset, your time.

Investments

Curated menu of custom investments, including core strategic models developed in partnership with some of the world’s largest institutional asset managers, as well as specialized portfolios to meet the custom needs of your client.

Technology

Technology to deliver an integrated client experience.