Want to Learn About the Benefits of Working with Valor TAMP Services?
Want to Learn About the Benefits of Working with Valor?
Cash Management Vehicles
At Valor, we can do anything from holding an individual sleeve of cash for a client to accommodate distributions, to dollar-cost averaging, to cash enhancement products and investment vehicles.
Suppose your client has a portfolio that they want to move over, but there are certain legacy positions that they want to hold on to or you want to hold on to, such as an individual stock position. You can bring that money over to Valor and hold it in the overall account, but we can sleeveit out into an unmanaged position.
Valor’s goal is to build one connected platform so that you can serve your client’s best interest without having to use a multitude of different disconnected platforms. We also have variable annuities and indexed annuities available to investment advisor representatives.
Through affiliation with Valor Capital Management, financial planning professionals are given access to industry-leading tools, resources, and training to help you gather more assets under management and position Valor portfolios as part of a holistic financial plan.
Tap into planning tools and training, such as The Bucket Plan® holistic planning process, and receive support from our team of CERTIFIED FINANCIAL PLANNERTM professionals, and numerous financial advisor training and development resources to help you every step of the way.
Our process-driven business will give you the tools you need to create coordinated, holistic financial plans that incorporate your clients’ investments and retirement planning needs.
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