Independent Oversight.
Purposeful Portfolios.
Working closely with you, Valley Forge Investment Consultants, Inc. (“VFIC”) welcomes our role as a fiduciary. VFIC seeks to construct a portfolio designed to meet your long-term wealth-building goals. As your independent advocate, our experienced investment committee scrutinizes and evaluates the universe of managers, seeking to gain access to money management firms which we believe are well suited to our clients’ needs. 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 customized asset allocations can be constructed.
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 VFIC 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.