The Institutional Team at Valeo Financial Advisors provides fiduciary protection to plan sponsors, foundations, and endowments. Our knowledgeable and trusted advisors have over 60 years of combined experience working with qualified plans.

What should you consider?
  • Are you current on the regulatory environment?

    Yes, as independent fiduciary advisors, our client’s best interest is at the forefront. Qualified plans are governed by the Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and the Internal Revenue Service (IRS). As these regulatory environment(s) evolve, our clients depend on us to understand how it may affect their plan and a course of action.

  • Are you exposed to liability risk?
  • Compare cost vs. benefit

    Contact us to discuss a no-cost, no-obligation review of your plan. We can compare costs vs. benefits to insure you are compliant with industry standards, and gauge exposure to conflicts of interest.

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