A complete list of active advisors currently associated with Valor Investment Management
Warmer can help you find a great advisor at Valor Investment Management or one who fits your needs even better.
Valor Investment Management is an independent advisory firm operated by a single advisor, managing approximately $7.57 million on behalf of 22 clients. The firm primarily provides portfolio management and related advisory services to individual investors. The firm constructs and oversees individualized investment portfolios and describes its methods and risks in its Form ADV (Item 8). Notably, Valor uses derivatives within separately managed accounts, a strategy it discloses as part of its investment implementation and associated risks. What sets Valor apart from most solo independent advisors is the explicit use of derivatives in separately managed accounts, a practice reported by only a small minority of similar firms. The combination of a small client base, single-advisor structure, and derivatives usage may create different operational and strategy exposures than those at larger firms, and the ADV includes details on how those factors are managed.
To learn more about the advisors currently working at Valor Investment Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Lafayette, IN
| 13
|
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