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Validus Growth Investing
SEC-regulated
Registered investment advisor
Validus Growth Investors, LLC, operating as Validex Global Investing, was established in November 2012 by Mark C. Scalzo in San Diego, CA. The firm offers asset allocation models, sub-advisory mandates, private securities, alternative investments, and bespoke portfolio management for individuals, wealth advisory firms, family offices, and institutions. Validex's investment philosophy is research-focused, bottom-up, and fundamentally driven, seeking growth equity opportunities. The firm offers separately managed accounts, asset allocation services, model portfolios, and sub-advisory services to the Destra Multi-Alternative Fund. Validex's fees for private clients range from 0.70% to 1.25% of assets under management, with optional performance-based fees. For institutional investors, fees vary by strategy and assets under management. The firm does not engage in soft dollar practices and does not require prepayment of fees exceeding $1,200. Validex exercises discretion in managing client portfolios and has adopted Proxy Voting Policies for the Destra Multi-Alternative Fund. The firm has no disciplinary history and maintains financial stability.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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