Valor Turnkey Asset Management Program (TAMP)

Valor Capital Management Turnkey Asset Management Program

Want to Learn About the Benefits of Working with Valor TAMP Services? 

Valor Capital Management

Valor Capital Management (Valor) is an SEC-registered investment adviser firm operating as a Turnkey Asset Management Program (TAMP). It has aligned with world-class investment managers to provide registered investment advisors with an investment platform of core and satellite strategies to meet their advisors’ and clients’ unique needs.
By providing strategic management through a diverse lineup of core model portfolios and a customizable satellite offering of unique niche investment strategies and solutions, Valor helps RIAs and their advisors navigate the right investment offering, blended portfolio design, and operational implementation to meet the individual needs of their clients.

Turnkey Asset Management Program (TAMP) Solutions by Valor

Valor Capital Management’s platform provides advisors with what they need to scale their business and get back to what matters most to them—spending time with their clients. As a complete outsourcing partner for analysis, proposal, and investment management, Valor offers full-scale technology, operations, and support.
Valor Capital Management can help you with your:
  • Sales
  • Operations
  • Compliance
  • Client Experience

Working with Valor Capital Management

Valor Capital Management and its investment team have curated a core strategic investment offering by bringing together some of the world’s largest institutional asset managers to construct portfolios with quality and cost-efficient investments across alpha, index, and evidence-based factors.
As part of an affiliation with Valor’s Turnkey Asset Management Program, all portfolio management services are provided by Valor’s knowledgeable and experienced team, enhancing efficiency in your investment advisory business and enabling you to spend more time nurturing relationships with your current and prospective clients.
Portfolio Management and Account Services include: 
  • Account Opening
  • Portfolio Rebalancing
  • Billing
  • Customized Tax Loss Harvesting
  • Account Reporting & Statements
  • Advanced Portfolio Analytics
  • Trade Management
  • Cash Management
  • Transaction Data Processing
  • Custodial Relationships with TD Ameritrade and Fidelity
  • All performance reporting can be found on Orion

Want to Learn About the Benefits of Working with Valor? 

Additional Operational Resources From Valor Capital Managements TAMP Program:

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.

Unmanaged Accounts

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.

Insurance Products

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.

Become a Part of Valor Capital Management

If you are an independent financial advisor searching for the tools and resources needed to provide holistic financial plans for your clients, and a trusted Registered Investment Advisory partner—Valor Capital Management is your solution.

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.

To learn more about Valor Capital Management and how to work with us, visit ValorCapitalManagement.com or click hear to schedule a call.


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