Validea Capital Management LLC

The firm manages separately managed, fee-only investment accounts for individuals, trusts and corporate entities and typically requires a $250,000 account minimum (waivers possible). It provides discretionary portfolio management across multiple strategies and allows clients to impose investment restrictions or adjust allocations during onboarding via a Client Information Worksheet.

Investment decisions are driven by quantitative, systematic stock‑selection models that combine factors such as growth, value, momentum, quality and low volatility, and the firm implements portfolios that can be relatively concentrated (typically 10 to 100 positions). Offerings include long‑only equity portfolios, rotational strategies that can move to cash, reduced‑risk and ETF model portfolios, and some strategies incorporate licensed third‑party quantitative signals; all strategies are overseen and implemented by the firm’s portfolio management team.

Compared with many peers, the brochure explicitly discusses past performance and cautions that past results do not guarantee future returns, and the firm communicates strategy commentary and performance context to clients through quarterly client letters. The firm’s history of advising an ETF (since liquidated) and its addition of ETF portfolios, combined with model licensing arrangements and systematic protective rotation approaches, are distinguishing operational features relative to typical team‑managed advisors.