Specialized Strategies

We’ve curated a menu of specialized strategies so that if there is a more unique niche you need for your clients, from environmentally or socially conscious investments, to individual stock managers or a portfolio designed to help protect from market volatility, the choice is yours.

      1. Dimensional Fund Advisors (DFA) Socially Responsible Models
        Valor manages a series of model portfolios which focus on socially responsible investing using fixed income and equity asset classes within a target allocation.
      2. Dimensional Fund Advisors (DFA) Sustainable Models
        Valor also manages a series of varying target allocation model portfolios which are comprised of DFA Funds’ sustainability mutual funds that screen investments based on key sustainability issues such as environmental impact from company emissions.
      3. Dimensional Fund Advisors (DFA) Global & ETF Models
        Valor offers a series of Global Models and ETF Models that allocate its assets to DFA Funds that invest in domestic and international equity and fixed income securities.
      4. BlackRock Target Allocation ETF Models
        The BlackRock Target Allocation ETF Models are a suite of investment options with the specific investment strategy varying allocations to equities and fixed income.