Valor Capital Management
Valor Capital Management was founded with the mission to bring sophisticated institutional asset management strategies to retail consumers nationwide as part of a holistic financial plan. Traditionally, only the largest of institutions had the technological means and resources to understand what drives investment returns and then deploy strategies to attempt to capture those returns. Today, our Evidence-Based Investment Strategies allow consumers of all levels access to these strategies derived from the academic research of Nobel Prize-winning laureates in finance & economics.
About Valor Capital Management
Valor Capital Management’s portfolios focus on capitalizing on long-term growth opportunities in global markets while delivering tax-efficient, low-cost and broad diversification investment solutions to long-term investors with varying levels of risk tolerance*. Our foundational investment philosophy centers around evidence-based investment management, meaning we don’t speculate which way the markets will go or chase returns but rather utilize empirical data and Nobel Prize-winning academic research to understand what has driven long-term returns and then build strategies to attempt to capture those returns. While there are many things that cannot be controlled when it comes to investing, there is evidence illustrating that certain securities characteristics have been repeatedly outperformed over time. That evidence is the premise of our investment philosophy, and each of our portfolio models is developed with this evidence in mind.
Valor operates as a Turnkey Asset Manager Program (TAMP) and portfolio strategist on the Envestnet platform providing asset management services through the development and management of proprietary model portfolios which are sought after by registered investment advisers, broker-dealers and other financial institutions for the benefit of their clients.
* Until May 2018, the portfolios were managed by Valor’s affiliate, Prosperity Capital Advisors.
Valor Capital Management is part of C2P Enterprises, a holding company of four distinct brands, each in their respective capacity designed to simplify financial planning for advisors and the clients they serve while working in their best interest. Affiliated advisors can opt to work with one, two or all of the brands when working to provide holistic financial planning. Our brands include:
Clarity 2 Prosperity: A financial training, coaching and intellectual property (IP) development organization that, for a fee, offers advisors access to turnkey processes for financial planning, practice management and marketing; live events and on-demand training via a university style e-Learning platform; and group and one-on-one coaching and mentoring.
C2P Advisory Group: A fiduciary-friendly insurance marketing organization that facilitates advanced product screening, selection and support for all lines of fixed insurance products.
Prosperity Capital Advisors (PCA): a planning-first, SEC registered investment adviser (RIA) that is dedicated to bringing holistic financial and investment planning to American families nationwide, strategically aligning investments, insurance, tax, estate, Social Security, retirement income and healthcare planning into one comprehensive, well-coordinated plan. PCA equips advisors with an array of fee-based financial planning tools and investment options to meet their individual clients’ unique needs.