What is "Valor"? Seek and Commit.
Valor is anchored on three guiding principles:
1. The U.S. Navy’s core values of Honor, Courage, and Commitment; See this link.
2. The meaning of valor itself: strength, bravery, and courage in challenging times; See this link.
3. Its Latin root "valorem", meaning "according to value"; See this link.
These principles shape how we manage money. Integrity leads our process. Discipline and courage anchor us when the market turns uncertain. And value is at the heart of everything we do: seek value in the markets and invest in it decisively.
This is our core conviction: Seek and Commit.
Lee R. Johnson, Jr., CFA, MBA
Founder and Chief Investment Officer
Lee has worked in investment management since 2007, beginning his career at Wells Fargo Advisors as an assistant portfolio manager, analyst, and trader in the Private Client Group.There he focused on large‑ and mid‑cap stock analysis and selection.
In 2016, he shifted into the RIA space as Chief Investment Officer for a firm affiliated with LPL Financial, where he became a founding member of Valor Asset Management, an in‑house, fully customized, turn‑key asset management platform. Lee built and led the Valor program, a first‑of‑its‑kind model management platform offering custom built fully diversified, partially diversified, and stock‑only models to advisors in the firm. To that end, he partnered with more than 20 advisors to manage their client portfolios, supported advisor recruitment, and oversaw the internal investment team, including research, analysis, and trading. He also chaired the Investment Committee, authored weekly market commentary, and hosted market update calls.
Research and Resources
At Valor Asset Management, research is a navigational instrument that Valor uses—one of many tools that helps us "Stay the Course" through shifting markets. To that end, Valor collaborates with an extensive network of industry professionals, research providers, and market strategists to brainstorm, research, and review asset allocation ideas to help make informed investment decisions. This robust network rounds out the Valor team which ultimately provides us with a wealth of knowledge as we work together to provide you with smart and thoughtful investment ideas, allocations, and decisions for your portfolio.