Core Strategies
You never know in any given period which investment approach is going to pay off and deliver the best return. Whether it’s a passive approach, whether it’s an active approach, whether it’s something in between or a blend of a few of those approaches.
Through Valor, not only do you have diversification in the investment holdings, but you also have diversification across multiple different approaches. We’ve built the platform infrastructure for you to be able to deliver what you feel is in your clients’ best interests and able to meet their expectations all with the efficiency of a unified managed account using portfolio sleeves. This means one account to be opened, but the ability to blend multiple strategies or solutions together for customization and efficiency.
Evidence-Based Investing
With the advancements in technology, data analytics and the collection of historical information on stock prices spanning decades of diverse market conditions, evidence-based investing has emerged as a popular method for advisors to deliver outperformance without having to try to outguess the market. This investment strategy is designed to provide investors with low-cost approach to reap the benefits of both active and indexed strategies, while minimizing the respective inefficiencies. The investment approach is grounded in Nobel Prize winning economic theory and backed by decades of empirical research.
Powered by Dimensional Fund Advisors—operating for over 40 years with $647B in firmwide AUM & supported by 90+ research team members, 10+ PhDs, and some of the top academic minds in finance & economics, The Valor Dimensional Wealth Models brings your client’s a portfolio offering grounded in Nobel Prize winning economic theory and backed by decades of empirical research.
Rebalancing and Trading Execution
Our typical Valor Pre-Tax Dimensional Portfolios will deploy an annual rules-based rebalancing process so that when there is style drift in the portfolio, we are rebalancing back to target systematically. These portfolios will typically have a higher concentration of small cap and value stock compared to a market weight benchmark and may utilize mutual funds or ETFs to gain the targeted asset class exposure. The Valor Tax-Managed Dimensional Portfolio lineup will have more exposure to exchange traded funds (ETFs) to improve tax-efficiency in addition to excluding rebalancing that could cause short-term capital gains to your client.