Valor Capital Management, LLC

Valor Capital Management, LLC is a registered investment adviser established in 2017, with its principal place of business in Westlake, Ohio. Led by Jason L Smith and David Alison, the firm specializes in providing Turnkey Asset Manager Program (TAMP) services, sub-advisory, co-advisory, and fund strategist services to registered investment advisers, broker-dealers, and financial institutions. Valor offers separately managed accounts, signal-based relationships, and AdvisorSelect Portfolios. The firm's fee structure is based on assets under management, with fees ranging from 30 to 60 basis points. Effective October 1, 2023, Valor will transition to monthly billing and introduce new strategies with additional fees. The firm does not charge performance-based fees and does not have custody over client accounts. Valor does not vote proxies on behalf of clients and does not recommend or select broker-dealers for clients. The firm has a Code of Ethics in place to ensure compliance with legal requirements and prevent insider trading. Valor Capital has no disciplinary history, bankruptcy petitions, or financial conditions that would impair its ability to meet client commitments.