A complete list of active advisors currently associated with Valor Advisers

Warmer can help you find a great advisor at Valor Advisers or one who fits your needs even better.

Valor Advisers provides investment management, financial planning and retirement-plan consulting to individual investors and employer plan sponsors. The firm’s Comprehensive Portfolio Management and standalone planning engagements can include individual stocks, bonds, ETFs, options, mutual funds and other public and private investments. The firm uses a mix of cyclical, fundamental and technical analysis and implements strategies ranging from long-term holdings to short-term trading and options-based approaches, including covered-call writing. Accounts are monitored and rebalanced as needed, and the brochure emphasizes the additional risks that options and other derivatives can introduce when used in client portfolios. Noteworthy aspects include a subscription-style billing option for ongoing financial planning in addition to traditional asset-based fees, and the explicit use of options and derivatives within managed accounts. Valor Advisers also discloses related activities — representatives act as insurance agents and provide tax-preparation and corporate planning services (such as cost-segregation and entity-structure analysis) — which the firm identifies and manages as potential conflicts of interest.

To learn more about the advisors currently working at Valor Advisers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.