Valor Investment Management

Valor Investment Management is a registered investment advisor founded in 2013 and owned by Adam Townsend. The firm focuses primarily on investment management services, which include analyzing financial and tax consequences of various asset categories, recommending specific investments, and monitoring client portfolios. Valor Investment Management utilizes an active management strategy combining fundamental and technical analysis, tailoring all services to meet the specific needs and risk tolerances of each client. The firm requires clients to grant discretionary authority to manage accounts without prior approval for each trade. Client assets are held with independent custodians such as Fidelity Investments, Charles Schwab, TradePMR, and Wells Fargo.