Financial Strategies for Companies and High Net Worth Individuals

Financial Strategies for Companies and High Net Worth Individuals

Our Mission

Entrusted with our clients’ assets, our first duty is to manage our portfolios and our business in the best interest of our clients. We plan and act with the long-term sustainability of our business model in mind. We pledge to manage our business ethically and to be held to the highest standards in our relationships with clients, consultants, employees, vendors and shareholders.

Company Retirement Plans

The Valenta Capital Management group specialize in designing retirement and executive benefit programs that address the unique needs of business owners. You’ll find that we are passionate about protecting the company while creating positive retirement outcomes for both you and your employees.

We help business owners by insulating them from the ever changing legal and plan regulatory environment. As an ERISA section 3(21) & 3(38) fiduciary; we provide the guidance and expertise you need to help manage your significant fiduciary responsibility and liability.

If you want to reduce your retirement plan expenses but also maximize your investment performance, you need to have the very best advisors. At Valenta Capital Management, our focus is on providing more consistent investment returns while improving the retirement readiness of your employees.

Isn’t it time your retirement plan actually helped both your business and your employees pursue their financial objectives? Be sure to contact us to learn how we can help you and your employees have a successful plan for retirement.

Holistic Financial Planning

We believe in our clients and their dreams, aspirations and desires. Whether an individual client or a participant in a 401(k) plan, we are committed to helping our clients achieve successful financial outcomes and confidence in their retirement savings strategies.

We work diligently to examine many different options, strategies and solutions to assist you in developing a recipe for financial success that fits your personality and preferences. Our process allows us to really understand what is important to you and what concerns you may have, so we can tailor a plan unique to your situation.

After we have helped in developing a plan, we help you implement your investment strategy. We aid you in monitoring your account to ensure that it is performing in a way that meets your intention. We engage in constant communication and when we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we are quick to suggest proper adjustments.

We’re not satisfied until you feel confident that you have a road map that will assist you in achieving financial independence with reduced retirement anxiety.

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