Valiance Group

Overview

Valiance Group operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, catering to the unique needs of its clients. With a client base consisting of individuals and families, Valiance Group employs a fee structure based on a percentage of assets under management and hourly charges. The firm does not engage in ESG investing and is not classified as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices