Business Continuity Plan Summary


Valor Advisors LLC (the “Firm”) has developed a Business Continuity Plan to address how we will respond to events that significantly disrupt our business.  Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur.  With that in mind, we are providing you with the following summary information about our Business Continuity Plan.

Contacting Us

If a business disruption affects our ability to accept incoming telephone calls, we will attempt to re-route the calls to another number or supply you, via email, another number you may use to contact us.  If a disruption affects our ability to receive incoming email for more than 24 hours, we will relocate at least one staff member to an unaffected region who will supply you, via email, with alternate contact information.

Our Business Continuity Plan

We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the Firm’s books and records, and allowing our clients to transact business.  In short, our plan is designed to permit our Firm to resume operations as quickly as possible, given the disruption’s scope and severity.  Any orders could be delayed during this period.  The Firm periodically tests its capabilities for resumption. 

Varying Disruptions

Business disruptions vary in their scope and severity.  The plan outlines the actions the Firm will take in the event a building, city-wide, or regional incident disrupts our business, including relocating technology, records, and operational personnel to alternate facilities.  The Firm’s recovery time objective for business resumption is four (4) hours where relocation is unnecessary, eight (8) hours where relocation of personnel, records and/or technology is necessary and relocation to a remote site within South Florida is feasible, and 24 hours where relocation outside of the South Florida area is necessary.  Recovery objectives may be adversely affected due to the unavailability of external resources and circumstances beyond the Firm’s control.