At Valor Asset Management, we strive to serve each of our clients on an individualized basis by working together with you. Such as taking into account your current financial circumstances, risk tolerance, and short- and long-term goals. Offering the highest level of ethical and professional standards, Valor will first look at your entire financial situation and then craft a customized investment strategy that matches your tolerance for risk and also sets a path to achieve your goals for the future. We will continue to actively track and manage your portfolio while always staying focused on your goals and tolerance for risk.
Working Together With You
Building your legacy begins right here, with Valor’s distinct, comprehensive approach to financial advice and management. Our process starts with understanding you, your goals for the present, and your dreams for the future. Then, together, our team will carefully craft a plan that will guide you toward the life of wealth and financial independence that supports you and the ones you love.
The priorities of our clients vary widely – college costs, retirement planning, caring for an aging loved one or providing security for future generations. No matter what yours are, you can count on Valor Asset Management to provide personalized guidance and give you confidence in your financial future.
Click here to learn more about what to expect when we start to work together with you.
Valor believes that an investment strategy should be based on a consistent, research-centric, disciplined approach that is simple, forward looking and long-term. As such, we look to invest in businesses that have a strong competitive advantage, a strong brand value, and rational management. We use a bottom-up fundamental research approach to create our portfolios, building our investment models by diversifying across various asset classes within Equity and Fixed Income. You can learn more about our investment models here.
Valor collaborates with an extensive network of industry professionals to research and review investment decisions. Together, we work as a team to navigate the complex and ever-changing investment waters to help you achieve your dreams and reach your financial goals.
Investors
Learn more about our wealth management and retirement planning services for individual investors here.
About Us
Meet the founder of Valor, Lee R. Johnson, Jr.,CFA, and read about his impressive background and wealth of financial management experience.
