VALOR INVESTMENTS AND PLANNING LLC

Overview

Valor Investments And Planning LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm serves a mix of individual, family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Valor operates as a capital allocator—meaning it places client capital with outside managers when appropriate—and employs a fee mix that includes percentage-of-AUM billing along with hourly and fixed fees. On the investment side, Valor shows a clear tilt toward listed equities. Exchange‑traded securities are the primary building block across client portfolios, with mutual funds used for core exposures and annuities available for clients seeking guaranteed income or liability management. The firm also deploys external real‑estate managers as part of its alternative allocation program, reflecting a preference for diversifying equity-heavy portfolios with private property and real‑estate strategies. Valor is not positioned as an ESG‑focused manager and, per filings, does not operate as a multi‑state adviser.

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