Valenta Capital Management

At Valenta Capital Management it is all about you. Your goals, your future, and your financial freedom are our top priorities, and we reflect this in our custom-tailored financial strategies and plans. We are a comprehensive financial services firm based in Denver, CO. We pride ourselves in creating custom financial plans, that are all actively managed using a Preserve and Participate model which is designed to maximize returns while limiting the statistical max drawdown during a market cycle. Our specialties include: ? Wealth management for high-net worth individuals ? 401(k) Plan Management Services ? Plan Participant Support ? Income planning for retirement ? Custom financial planning with active management portfolios Our 401(k) management advisors service corporate retirement plan sponsors through plan assessment, provider search, fee analysis, participant education and co-fiduciary support. Our advisors also provide private wealth management to support high net worth individuals' needs for tailored asset management and investment strategies. To learn more about our firm, visit www.valentacapital.com or call (303) 951-5975. ------------------------------------------------------------------------------------ Disclosures: Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

网站

https://valentacapital.com/

Valenta Capital Management的外部链接

所属行业

金融服务

规模

2-10 人

总部

Westminster，CO

类型

私人持股

创立

1998

领域

401(k) Plan Management Services、Financial Planning、401(k) Plan Annual Check-Ups、Investment Management、401(k) Plan Cost Evaluation、Private Wealth Advisors、Plan Sponsor Fiduciary Support、Insurance、Plan Participant Support、Alternative Investment Strategies、Retirement planning、Wealth management和Tax Strategies