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. Dimensional Equity SMA
    Dimensional’s separately managed accounts (SMAs) enable advisors to offer personalized Dimensional investment solutions to their investors. The Equity SMA empowers financial professionals to offer flexible, value-add investment solutions to a broad set of individual investors
  5. 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.
  6. BlackRock Fixed Income SMA
    BlackRock Municipal and Corporate separately managed accounts (SMAs) provide a dedicated investment team from the largest global fixed income manager. The bond SMA empowers financial professionals to offer flexible, value-add investment solutions to a broad set of individual investors.
  7. Valor Volatility Buffer Portfolio
    Valor bundles the Innovator Ultra Buffered ETFs in a portfolio giving your clients easy access to market exposure while limiting the downside volatility associated to being invested directly in the stock market.