We founded Valeo to change the way clients consume, and advisors deliver, financial advice by:
- Developing a single transparent fee schedule to eliminate as many conflicts of interest as possible.
- Limiting the number of clients each advisor works with to improve the client experience.
- Providing a comprehensive advisory service to all clients at all times, rather than investment advice with planning from time to time.
- Designing a well-defined career path for young advisors interested in becoming financial professionals instead of product salespeople.