Valeo Institutional

Your partner to improve fiduciary liability protection

Valeo Institutional provides investment consulting and an outsourced Chief Investment Officer solution to retirement plans, not-for-profit organizations and other corporate asset pools. We partner with the organization’s governance board or committee, or their financial officer, to assure adequate oversight of their assets and investments.  Whether it is providing fiduciary protection to a retirement plan or implementing a strategic allocation strategy with a not for profit, our experienced team of advisors can assist.

StockARP_4753

We will scrutinize the total plan fees to have a clear understanding of how each service provider is being compensated relative to the services they provide.

  • What are the roles and responsibilities of a fiduciary?
    What are the roles and responsibilities of a fiduciary?
  • How can I ensure our participants are ready for retirement?
    How can I ensure our participants are ready for retirement?
  • How can I protect my plan from lawsuits?
    How can I protect my plan from lawsuits?
Experience Matters
100%
Independent. We do not receive any commissions or kickbacks
60+
Years of combined experience working with qualified plans
Contact Us

Interested in learning more? Contact us today to discuss how Valeo Institutional can help.

Contact Us
  Important Disclaimer     Privacy Information