Turnkey Asset Management Program (TAMP)

The Valor Platform

For advisors, by advisors

We deliver an investment experience through a single, connected platform to help you better serve your wealth management clients. This subset of the Prosperity Capital Advisors (PCA) umbrella, known as Valor, supports independent advisors in all aspects of their asset management practices.

What is Our Valor TAMP?

Within the PCA brand, our Valor platform allows financial professionals who may be working with a broker-dealer or are otherwise unaffiliated with PCA’s RIA to enter an institutional relationship with us via a subadvisory agreement. That means, you can access a platform complete with investment vehicles and turnkey asset management programs (TAMP) to help you strategize and structure a portfolio to meet each client’s unique goals. From technology to full-service investment operations, we help provide what you need to efficiently scale your business and protect your most important assets — your time and your clients’ satisfaction.

Want to learn more about our TAMP solutions?

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Your Trusted, Strategic Business Partner

Operations

Operations support to help scale and grow your business.

Technology

Technology to deliver an integrated client experience.

Business Development

Dedicated personal support to enhance the experience for new and existing clients.

Investments

Tailored investment capabilities, including those through some of the world’s largest institutional asset managers, to meet your clients’ needs.

Accessing Valor through Prosperity Capital Advisors

If you’re affiliated with PCA or our TAMP, all portfolio management services are provided by our knowledgeable and experienced team, enhancing efficiency in your investment advisory business.

Portfolio management and account services include:

Account opening, reporting, billing, and statements
Portfolio rebalancing and customized tax-loss harvesting
Advanced portfolio analytics
Trade and cash management
Transaction data processing
Custodial relationships with Schwab and Fidelity
Performance reporting from Orion

Additional Operational Resources

Cash Management Vehicles: We are versatile enough to hold an individual sleeve of cash for a client to accommodate distributions, invest with dollar-cost averaging, or utilize cash enhancement products and investment vehicles.
Unmanaged Accounts: If your client has a portfolio that they want to move over while wanting to retain certain legacy positions, like an individual stock position, bring that money over and we’ll hold it in the overall account, yet sleeve it out into an unmanaged position.
Insurance Products: As part of our commitment to holistic wealth management, we also have variable annuities and indexed annuities available to PCA-affiliated IARs and our independent RIA partners through an institutional relationship.

Partner With Us

Through an affiliation with us you can access cutting-edge tools, educational resources, and specialized training to help you gather more assets under management and position Valor portfolios as part of a holistic financial plan. If you’re not joining our corporate RIA, Prosperity Capital Advisors, learn more about how you as an advisor can benefit from our TAMP platform.

Schedule a 20-Minute Call

Holistic Financial Planning

Holistic financial planning takes a 360-degree look at the client's situation to better understand their short-term and long-term goals for both their life and their money.

Whether planning for high-net-worth clients or the average local retiree—it's about more than just bringing them the latest investment opportunity or finding the right portfolio.

A holistic financial plan offers financial advisors a solution for any individual's economic puzzle. The advisor can develop a one-of-a-kind proposal to maximize their customer's wealth, health, and happiness while minimizing any potential tax pitfalls and managing gaps in the market.

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Practice Management

Building a sustainable and lasting wealth management firm requires vision and action. With the shifting of client needs, older methods for delivering a holistic financial plan are no longer sustainable.

In order to create a business that does not require every hour of the lead advisor’s attention, the business strategy should include plans to manage and build up the talent they bring in, along with a documented structure for how to guide customers through each step of the investment process.

Building a process does not only ensure that clients receive the same experience even if they are not working with the lead advisor. It also ensures that compliance reviews for best interest practices are easier to prove when the process has been well-documented

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Profitable Business Lines

What are the most profitable business lines for financial advisors and their clients?

There are tons of ways you can gain new clients and grow your business—online seminars, live events, social media, search engine optimization, television appearances, etc. And while this type of marketing certainly deserves your attention, it’s a slow process. What if you could acquire new customers almost instantly?

One sure way to do this is to incorporate different product offerings into your existing financial services business

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Marketing Programs

Let our digital marketing experts help you develop your business, brand, and even your team.

No matter how targeted you get with your digital marketing, you can never fully control who sees your content.

Each client should receive one-on-one holistic financial advice tailored to their specific needs, and that is not possible if you push products online to the masses.

The goal of your marketing planning and strategy should be to guide each individual prospect through the sales funnel.

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