Valor Turnkey Asset Management Program (TAMP)

Turnkey Asset Management Program (TAMP)

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, known as Valor, supports independent advisors in all aspects of their asset management practices.

What is Our Valor TAMP?

Within the PCA brand, our Valor platform allows financial professionals who may be working with a broker-dealer or are otherwise unaffiliated with PCA’s RIA to enter an institutional relationship with us via a subadvisory agreement. That means, you can access a platform complete with investment vehicles and turnkey asset management programs (TAMP) to help you strategize and structure a portfolio to meet each client’s unique goals. From technology to full-service investment operations, we help provide what you need to efficiently scale your business and protect your most important assets — your time and your clients’ satisfaction.

Want to learn more about our TAMP solutions?

Your Trusted, Strategic Business Partner


Operations support to help scale and grow your business.


Technology to deliver an integrated client experience.

Business Development

Dedicated personal support to enhance the experience for new and existing clients.


Tailored investment capabilities, including those through some of the world’s largest institutional asset managers, to meet your clients’ needs.

Our TAMP Offerings

Investment Platform


Core Strategic Models

Specialized Strategies

Separate Managed Accounts

Accessing Valor through Prosperity Capital Advisors

If you’re affiliated with PCA or our TAMP, all portfolio management services are provided by our knowledgeable and experienced team, enhancing efficiency in your investment advisory business.

Portfolio management and account services include:

  • 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 are versatile enough to hold an individual sleeve of cash for a client to accommodate distributions, invest with dollar-cost averaging, or utilize cash enhancement products and investment vehicles.
  • Unmanaged Accounts: If your client has a portfolio that they want to move over while wanting to retain certain legacy positions, like an individual stock position, bring that money over and we’ll hold it in the overall account, yet sleeve 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 available to PCA-affiliated IARs and our independent RIA partners through an institutional relationship.

Partner With Us

Through an affiliation with us you can access cutting-edge tools, educational resources, and specialized training to 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, learn more about how you as an advisor can benefit from our TAMP platform.


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