Welcome

“Investing is not entertainment–it’s a responsibility–and investing is not supposed to be fun or ‘interesting.’ Benign neglect is, for most investors, the secret of long-term success….The hardest work in investing is not intellectual; it’s emotional….The hardest work is not figuring out the optimal investment policy; it’s sustaining a long-term focus–particularly at market highs or market lows–and staying committed to your optimal investment policy….”

― Charles D. Ellis, Winning the Loser’s Game, 6th edition: Timeless Strategies for Successful Investing

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Interior Expertise

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Awards Winning

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Free Consultation

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Who We Are

Valor Advisors is an independent financial advisor registered with the Securities and Exchange Commission (SEC). Our focus is ultra high net worth families in Latin America. We provide unbiased advice and a one point contact service. As a trusted financial advisor, we offer a unique and exclusive model that focuses on delivering customized solutions to help protect and grow our clients global wealth.

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What We Do

We offer a confidential, single point of contact style service to best optimize your wealth structure and investment necessities and solutions. We work hand in hand with financial entities to enhance your wealth’s ownership structure for preservation and optimal wealth transfer. We define costs and benefits by jurisdiction and negotiate terms to provide a concrete analysis of your legacy today and over the course of time as your family’s needs and wishes evolve as life events arise. In addition, educating and training other family members on financial principals and capital management is true to our beliefs for wealth conservation.

In union with defining and implementing your desired wealth structure and plan, we analyze your current investment and credit costs versus the institutional benefit of your existing relationship and negotiate existing and future terms on your behalf. Our philosophy incorporates a customized investment methodology of defining your acceptable risk and return profile with daily evaluation of portfolio

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Fun Facts

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Guaranteed Works

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Detailed Price

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24 / 7 Support

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