Investment & Wealth Management

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Make life more enjoyable through thoughtful financial and retirement planning.

The Ultimate Goal of Portfolio Construction: 

Risk Management.

At Valor we know an investor’s most important decision is determining the most appropriate long-term strategy mix. In partnership with Brookstone Capital Management we create a conceptually sound decision-making framework for effective diversification. This approach is meant to help you, our clients, consistently feel certainty and trust across all market cycles.

“We take a multi-layered, tactical approach to investing, designed to adapt quickly to constantly changing market moods. This strategy allows investors the flexibility to take advantage of opportunities while still maintaining a definitive, embedded layer of risk management.” – Dean Zayed, CEO of Brookstone Capital Management

Individual, independent, objective financial advice. 

Valor takes an objective approach to every strategy and investment we recommend. We are able to offer a diverse universe of investments to align with the individual situation of each client. 

• Transparency: Our advisors are fiduciaries, ensuring your investment goals are our only priority.
• Constant Communication: Our advisors meet and communicate to you regularly to discuss your portfolio and answer any questions you may have.
• Clear Reporting: Our advisors provide straightforward, comprehensive performance reports on a consistent basis so you can easily understand how your investments are performing.

In coordination with Brookstone Capital Management our Valor clients have access to advanced investing opportunities and strategies. The process of building portfolios is called RAISE, our methodology for determining broad portfolio balance. It is designed to mitigate drastic downturns so investors can take advantage of the benefits of compounding returns. Seeking to create stability in the portfolio and enhance the overall retirement plan under Valor management. 

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RAISE stands for Risk Appropriate Investment Strategy Evaluation. This process aims to deliver competitive returns by limiting significant losses or drawdowns using a risk-managed approach by blending strategic, tactical, and active and passive investing from boutique and brand name managers. With a focus on goal-based performance instead of benchmark chasing.

Risk: Assess your current Investment mix
Appropriate: Formulate a client’s risk profile
Investment: Identify the right selections from the investment rooster or universe
Strategy: Determine the appropriate asset allocation and investment mix
Evaluation: Implement and stress test the strategy

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FINANCIAL PLANNING

Our experienced advisors work with you to clearly define your goals. We believe a sound financial plan is the foundation to an investor’s success.

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INVESTMENT MANAGEMENT

Our advisors employ an active investment management process designed to help maximize a client’s return while minimizing risk.

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RETIREMENT PLANNING

Our advisors have extensive experience educating clients on the challenges facing your retirement and on how to build a successful retirement plan.

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