A complete list of active advisors currently associated with ValueTech Private Advisors
Warmer can help you find a great advisor at ValueTech Private Advisors or one who fits your needs even better.
ValueTech Private Advisors is a small, independent advisory firm that provides customized financial planning, ongoing portfolio management, investment consultation, and periodic educational workshops to individual and business clients. The firm manages roughly $21.4 million on behalf of a limited client base and offers both discretionary and non‑discretionary portfolio services alongside modular and broad-based planning engagements. The firm combines fundamental, technical, and cyclical analysis with a value-oriented, active management framework and elements of Modern Portfolio Theory, favoring long‑term investing with recurring contributions and a particular emphasis on the technology sector. It documents client investment guidelines, uses trading and portfolio‑management technology (model portfolios and rebalancing tools), and may employ limited leverage and option strategies consistent with client objectives and risk tolerance. Compared with many single‑advisor independent firms, ValueTech discloses a material non‑U.S. client presence and the ability to offer performance‑based fees for non‑U.S. resident accounts, and it explicitly permits borrowing and the use of derivatives in separately managed accounts—practices that are relatively uncommon among peers. The firm also serves corporate/business clients in addition to individuals and runs educational seminars, and its sole advisor maintains outside full‑time employment in the technology industry, a disclosed outside business activity.
To learn more about the advisors currently working at ValueTech Private Advisors, 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.
You can also browse ValueTech Private Advisors's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Pomona, CA
| 1
| |
Diamond Bar, CA
| 5
|
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