Investment Strategies

In-house proprietary strategies built specifically for our advisors

Great Valley Advisor Group’s (GVA) in house money management program, Valor Asset Management of GVA, is powered by the resources of LPL Financial and Morningstar. Through this relationship, GVA’s advisors have the ability to offer their clients objective financial guidance and investment recommendations based on sound research.

Lee Johnson, CFA has developed each of the 5 available strategies, and more information may be found by visiting www.valorassetmgmt.com. Did we mention that LPL Financial is self clearing? Since LPL provides clearing services as well, this gives the Valor Asset team more control over financial products and services — which can result in significant cost benefits for your practice.

“We believe competitive advantage is a driver for performance. Therefore, we seek to invest in the highest competitive advantage companies and managers using a bottom up fundamental research approach.”

No strategy assures a profit or protects against loss. Investing involves risk including loss of principal.

Multi-Custodian & Third Party Money Managers

Our partnership to TPMM’s provides advisors with access to the industry’s top investment managers, which are hand selected by our network of advisors. Our main goal is to create mutually beneficial relationships between the advisor, their client, and GVA.

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