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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

Interior Expertise

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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.

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

Fun Facts

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Disclaimer

“You are leaving Valor Advisors’ Web site and entering an external Web site. Please be advised that this external Web site is not controlled by Valor and we cannot attest to the accuracy of the information provided through the external site. You will be subject to the destination site’s privacy policy when you follow the link.

The material provided in this consolidated Portfolio Review Report (the “Report”) is for informational purposes only. This Report may contain information and data about accounts for which Valor Advisors LLC (“Valor”) does not provide investment management services or advise the Client. As such, no inference should be drawn that Valor is the adviser on all securities and assets listed in this Report. The information contained in this Report will be obtained by Valor from third-party sources and that Valor has no obligation to confirm the accuracy of such information. No warranty or guarantee of any kind, expressed or implied, is given by Valor regarding the accuracy, reliability, veracity, or completeness of the information provided in this Report and under no circumstances will Valor or its members, managers, officers, employees or agents be held responsible or liable for errors, delays, interruptions, or omissions resulting in any loss or damage caused or alleged to be caused by reliance on the information provided in this Report, including without limitation, direct, indirect, incidental, special or consequential damages caused by using such information. Furthermore, this Report is an unofficial record and is not a substitute for the statements issued by the qualified custodian that holds or maintains the accounts. The values set forth on this Report may be different than the information provided to Client by the applicable custodian or other financial institution. Differences may be attributable to, among other things, the use of different reporting dates, currency exchange fluctuations, or valuation methodologies. Valor urges Client to carefully review the Report and compare it to the official custodial records. Unless otherwise noted, all performance calculations are shown gross of advisory fees charged by Valor Advisors and transaction fees from custodians. Client should notify Valor of any discrepancies.”

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