Working closely with you, Valley Forge Investment Consultants, Inc. constructs a portfolio designed to meet your long-term wealth-building goals. As your advocate, our investment committee scrutinizes and evaluates the universe of managers to ensure our clients gain access to some of the nation’s best money management firms. We utilize private accounts, mutual funds, and exchange-traded funds (ETFs) to complete the portfolio build out. We develop a competitive investment lineup from which individual selections can be made.
Our investment process is simple and straightforward:
- Jointly determine goals and objectives
- Evaluate existing investment program
- Access money management options, including alternative investments
- Meet periodically to gauge performance
- Rebalance and reallocate as necessary
We develop a written investment policy for all clients. This policy acts as the guide for the investor and for Valley Forge Investment Consultants, Inc. and outlines the ongoing customized strategy based on the goals and objectives of each client. With a keen focus on frequent face-to-face meetings, we are diligent in protecting your interests, and keeping your investments on track to meet your goals.