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Investment Services

Portfolio Management

Valor Capital Management provides both asset management solutions through its Evidence-Based Investment offering as well as Turnkey Asset Management Program solutions for advisors to enhance the efficiency of their investment advisory business.

Portfolio Management Services include:

  • Portfolio Rebalancing
  • Billing
  • Customized Tax Loss Harvesting
  • Account Reporting & Statements
  • Advanced Portfolio Analytics
  • Trade Management
  • Transaction Data Processing

All performance reporting can be found on Morningstar.

Through your affiliation with Valor Capital Management, you will have access to industry-leading tools, resources and training to help you gather more assets under management and position Valor portfolios as part of a holistic plan.

Investment Operations

At Valor Capital Management, we strive to stay ahead of the curve, bringing together innovative technologies and evidence-based investment solutions. By streamlining back-office support, advisors are able to focus their time and energy where it matters most—serving their clients’ unique investment needs. We actively seek to align our organization with industry partners who share our desire to provide the best service possible to registered investment advisors, broker-dealers and other institutions.


EnvestNet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Envestnet’s open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives you the tools to conquer complexity and drive your success. Learn more about EnvestNet.

Fusion Elements

Fusion Elements is a proprietary technology platform that can connect with over 750 different applications, giving advisors the flexibility to define their own process, but the structure to use that process efficiently. Fusion’s simplified, centralized, and intuitive interface is designed to significantly reduce the learning curve required in leveraging technologies like Money Guide Pro, Orion, AdvisoryWorld and Fusion Elements. It automatically helps advisors integrate and leverage their CRM, Cloud Storage, Proposal and Marketing Tools as part of their overall business practice. One platform, one login, one framework that ties all of your independent business needs together into one solution: Fusion Elements.


As the nation’s largest privately held portfolio management provider, Orion provides our advisors with accurate daily reconciliation, key reporting functionality, and efficient rebalancing tools for managing client VCM portfolios. In addition to streamlining back-office investment operations for the advisor, Orion provides engaging client portal functionality—from video statements to user-friendly visuals, and more—so clients can stay connected to their investments. Learn more about Orion.

Laser App

Laser App Software is the premier e-forms provider in the financial services industry. Integrating seamlessly and securely with web-based CRMs and account-opening tools, Laser App stores the latest application forms for investing through VCM and will prefill them with the information available from your CRM database. Once the e-forms are prefilled, they can be printed, saved, or electronically signed and securely transmitted. Laser App helps advisors spend less time processing paperwork and the opportunity to realize the cost savings and increased productivity of a paperless process. Learn more about Laser App.


Globally recognized as an award-winning leader in securely transmitting legally binding signatures, DocuSign is a great tool for providing speed, accuracy, and efficiency for all the transactional needs of VCM advisors and investors. Integrating with Laser App forms, DocuSign can complete a paperless process for opening accounts and managing your VCM investments. Learn more about DocuSign.


Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Utilized for the reporting and research that supports each VCM investment portfolio, Morningstar provides data on approximately 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 15 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Learn more about Morningstar.

Dimensional Fund Advisors

Each VCM investment strategy is comprised of Dimensional Fund Advisors (DFA) products that align with the critical tax- and fee-efficiencies of our investment selection criteria. Dimensional is known for its enduring investment philosophy, rooted in more than three decades of executing academic theory. Founded in 1981, DFA globally manages more than $586 billion under management and 1,200+ employees in 13 offices in nine countries and is available through a limited selection of financial advisor distributors. Learn more about Dimensional Fund Advisors.

TD Ameritrade

VCM uses TD Ameritrade as a third-party institutional custodian for managed assets. In addition to providing reputable checks and balances and a strict commitment to fiduciary standards for holding investor assets, TD Ameritrade is also dedicated to providing transparent and personal support to more than 4,000 independent advisors nationwide. Learn more about TD Ameritrade.

Fidelity Investments

VCM uses Fidelity as a third-party institutional custodian for managed assets. Fidelity Clearing & Custody Solutions® provides banks, broker-dealers, and RIAs the technology, thinking, and collaboration to help them achieve their unique goals. Fidelity offers a disciplined, collaborative approach: with custody at their core, housing more than 6 million accounts and $1.9 trillion in total assets (as of 2017), they provide innovative solutions and support, with a range of unique service models to fit an advisors business — no matter the size. Learn more about Fidelity Investments.


VCM uses Pershing as a third-party institutional custodian for managed assets. As custodian, we remain committed to the safekeeping, segregation and reporting of our global client assets. Our public ownership and global Systemically Important Bank (G-SIB) status ensures your assets and future are backed not just by words but by more rigorous testing and independent third-party regulations and protections. We embrace this responsibility as it ensures that our interests will always be aligned with our clients’ interests. Learn more about Pershing.