Valor Turnkey Asset Management Program (TAMP)

Meet the Valor Platform

We deliver an investment experience through a single, connected platform to help you better serve your wealth management clients. This subset of the Prosperity Capital Advisors (PCA) umbrella is known as Valor. It supports independent advisors like you in all aspects of your asset management practices.

What Is the Valor TAMP?

If you’re working with a broker-dealer or are otherwise unaffiliated with our RIA, the Valor platform lets you enter an institutional relationship with us via a subadvisory agreement. Valor is part of the PCA brand.

You can access our platform as a result, complete with investment vehicles and turnkey asset management programs (TAMP). These help you strategize and structure a portfolio to meet each client’s unique goals. From technology to full-service investment operations, we provide solutions to efficiently scale your business and protect your most important assets.

Of course, those priceless assets are your time and your clients’ satisfaction.

Valor Capital Management: Your Trusted, Strategic Business Partner

Operations

You receive operations support to help scale and grow your business.

Technology

Take advantage of our technology to deliver an integrated client experience.

Business Development

You get dedicated personal support to enhance the experience for new and existing clients.

Investments

Seize tailored investment capabilities to meet your clients’ needs. These include those through some of the world’s largest institutional asset managers.

Our TAMP Offerings

Our Valor Capital Management TAMP offerings are comprehensive:

• Investment Platform
• Technology
• Core Strategic Models
• Specialized Strategies
• Separate Managed Accounts

Access Valor Through Prosperity Capital Advisors

If you’re affiliated with PCA or our TAMP, our knowledgeable team provides all portfolio management services. This feature enhances efficiency in your investment advisory business.

Our portfolio management and account services include the following:

• Account opening, reporting, billing and statements
• Portfolio rebalancing and customized tax-loss harvesting
• Advanced portfolio analytics
• Trade and cash management
• Transaction data processing
• Custodial relationships with Schwab and Fidelity
• Performance reporting from Orion

Additional Operational Resources

• Cash management vehicles. We’re versatile enough to hold an individual sleeve of cash for a client to accommodate distributions. We can also invest with dollar-cost averaging or use cash enhancement products and investment vehicles.
• Unmanaged accounts. Let’s say your client has a portfolio that they want to move over while retaining certain legacy positions, like an individual stock position. Bring that money over, and we’ll hold it in the overall account while sleeving it out into an unmanaged position.
• Insurance products. As part of our commitment to holistic wealth management, we also have variable annuities and indexed annuities. They’re available to PCA-affiliated IARs and our independent RIA partners through an institutional relationship.

Partner With Us

Access cutting-edge tools, educational resources and specialized training through affiliation with us. These tools help you gather more assets under management and position Valor portfolios as part of a holistic financial plan.

If you’re not joining our corporate RIA, Prosperity Capital Advisors, schedule a call! You’ll learn more about how you as an advisor can benefit from our Valor Capital Management TAMP platform.