Your Backstage
Scale and grow your business without growing your fixed overhead.
As part of your affiliation, all portfolio management services are provided by the knowledgeable and experienced team at Valor, enhancing efficiency in your investment advisory business, and enabling you to spend more time nurturing relationships with your current and prospective clients.
Portfolio Management and Account Services include:
- Account Opening
- Portfolio Rebalancing
- Billing
- Customized Tax Loss Harvesting
- Account Reporting & Statements
- Advanced Portfolio Analytics
- Trade Management
- Cash Management
- Transaction Data Processing
- Custodial Relationships with TD Ameritrade and Fidelity
All performance reporting can be found on Orion.
Additional Operational Resources:
Cash Management Vehicles
From being able to hold an individual sleeve of cash for a client to accommodate distributions, to dollar-cost averaging, to different cash enhancement products and investment vehicles.
Unmanaged Accounts
If your client has a portfolio that they want to move over but there are certain positions, maybe legacy positions that they want to hold on to or you want to hold on to such as an individual stock position, you can bring that money over to Valor, hold it in the overall account, but we can sleeve it out into an unmanaged position.
Insurance Products
With the goal of Valor building one connected platform that you can serve the best interest of your client without having to use two, three, four, five different disconnected platforms, we also have some variable annuities and indexed annuities available to investment advisor representatives.
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.
