Miami, FL Biscayne Blvd Office

Valoir Wealth advises individuals, trusts, corporations and employer-sponsored retirement plans through asset management, comprehensive portfolio management, financial planning and retirement plan consulting. Client portfolios may include individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, with ongoing monitoring and periodic rebalancing.

The firm’s investment process integrates multiple analysis methods — including fundamental, quantitative, technical, sector and cyclical analysis — alongside asset-allocation frameworks (strategic, dynamic/tactical and core-satellite) and duration management. Portfolios may employ derivatives and options, and the firm discloses use of margin and short-sale strategies where appropriate, while operating under a fiduciary standard and providing written plans or reviews on request.

Distinctive features called out in the brochure include a formal retirement plan consulting practice that addresses ERISA-focused matters such as annual investment and administrative reviews, ERISA §404(c) compliance evaluations, QDIA selection support and participant education. The brochure also notes a firm representative holds an insurance license (with an explicit statement that insurance products will not be offered through the firm) and discloses the use of derivatives/options within managed accounts — practices that are less common among independent peers.