Individual Wealth Management

Working closely with you, Valley Forge Investment Consultants, Inc. seeks to construct a portfolio designed to meet your long-term wealth-building goals. As your advocate, our 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 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.