Advisor at Water Valley Investment Advisors, Inc.
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Firm
Water Valley Investment Advisors, Inc.
Location
Naperville, IL
Credentials
Series 63, Series 65
Industry experience
27 years
Kurt Dorr is a financial advisor at Water Valley Investment Advisors, Inc. in Naperville, IL, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Performance Trust Capital Partners, LLC since 2011. He is a half owner and vice president of Water Valley Investment Advisors and part owner of Piggy Partners, a company that raises 65,000 head of hogs per year in Iowa. Water Valley Investment Advisors provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes fundamental analysis and long-term trading, offering tailored portfolio construction primarily using mutual funds, equities, fixed income, and ETFs.
Based on Water Valley Investment Advisors, Inc.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Naperville, IL
Texas
Performance Trust Capital Partners, LLC
2011 - Present (15 years)
Wateralley Investment Advisors
1998 - Present (28 years)
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