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Valor Portfolios

We have a range of portfolio services depending on your level of wealth, preferences, complexity and risk tolerance. Please discuss these options with your adviser.

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Valor Wealth and SMSF Portfolios

We offer Separately Managed Accounts (SMA'S) through personal, trust, company or SMSF accounts. SMA's are a modern approach to portfolio management allowing beneficial direct ownership in assets and potentially more tax efficiency than older generation managed funds.

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Valor Bespoke High Net Worth Portfolios

For clients with substantial wealth, we offer individual managed accounts (IMA's). Under this structure, we are able to choose the most optimal tax structure for each individual asset to drive better tax outcomes for clients. 

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Valor Retail Super Portfolios

For clients with lower balances or Aussies overseas who cannot withdraw or roll over superannuation, we offer retail super funds with an SMA portfolio service. 

Our Retail Super SMA's are generally designed for those accumulating wealth. 

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