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.
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?
Operations support to help scale and grow your business.
Technology to deliver an integrated client experience.
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.
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:
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.
