We’ve curated a menu of specialized strategies to provide more niche solutions for you to tap into.
Maybe your client wants value-based investments, such as environmentally or socially aware investments. Or perhaps they require portfolios aimed at cushioning them from volatility. Whatever the case, we have you covered with diverse options.
We offer separately managed accounts (SMAs) that provide a personalized investment approach. The platform actively manages these specialized strategies to deliver reliable, professional results.
Valor manages a series of model portfolios. These focus on socially responsible investing using fixed income and equity asset classes within a target allocation.
Valor also manages a series of varying target allocation model portfolios comprising DFA funds’ sustainability mutual funds. These screen investments based on key sustainability issues, such as environmental impact from company emissions.
The Valor platform offers a series of global models allocating assets to certain DFA funds. In particular, they pivot to funds that invest in domestic and international equity and fixed income securities.
The BlackRock Target Allocation exchange-traded fund (ETF) models are a suite of investment options with a specific investment strategy. They vary allocations to equities and fixed income. You can choose from pre-tax and tax-aware versions of these models.
Valor bundles the Innovator Ultra Buffer ETFs in a portfolio. This gives your clients easy access to market exposure while limiting the downside volatility associated with direct stock market investments.
We develop and curate our specialized investment models with the help of our knowledgeable Investment Committee and case design team. Our models prioritize your clients’ unique needs and look to account for even the most nuanced financial situations.
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