Core Strategic Models
A total return approach to investing
At Valor, we’ve curated a list of core strategic models, using some of the largest and most well-known institutional asset management firms in the world, to be able to deliver core strategic models for your clients and help you continue to scale your own advisory business.
The core strategies and models that we build are total return strategies, meaning the number one objective is growing the account within the framework of the asset allocation guidance delivered through a risk tolerance or volatility tolerance analysis.
These model portfolios range from an allocation of capital preservation which is typically all fixed income, all the way up to an aggressive allocation, which is usually all equities and everything in between to meet the demands of your client.
For post-tax accounts, tax efficiency matters to you and your high-net worth clients. At Valor Capital Management, we have developed a specific tax-managed or tax-efficient portfolio for each of our core model families to help maximize the after-tax returns of your clients.
BlackRock, Dimensional Fund Advisors, and The Vanguard Group are investment management companies and are not affiliated with Valor. Consider the investment objectives, risks, and charges and expenses carefully before investing. There is no guarantee that investment strategies will be successful. These views are as of the date of this publication and are subject to change. 1. https://www.blackrock.com/corporate/about-us/blackrock-history 2. https://us.dimensional.com/about-us/our-company 3. https://about.vanguard.com/who-we-are 4. Lowest cost model currently available on the Valor platform.