Valeo Financial Advisors, LLC

Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals and families (including high-net-worth clients), as well as institutional clients such as trusts, estates, charitable organizations, corporations, and other business entities. The firm also offers a scaled "Essentials" service using model portfolios and periodically provides pro-bono planning to local and regional non‑profits.

The firm follows a strategic asset-allocation framework with tactical asset-class adjustments, drawing on third‑party research (e.g., Morningstar, Fidelity, Evaluation Group) and, where appropriate, allocating to unaffiliated independent managers, private investment funds, and alternative strategies such as covered-call writing and options. Valeo treats cash as an asset class, provides account aggregation/reporting through third‑party tools, and will incorporate ESG considerations only when directed by a client.

Several operational features disclosed in the brochure distinguish Valeo from many peers: it manages roughly $10.64 billion in client assets and operates TwoPointO, a wholly owned subsidiary that provides due diligence and investor-relations services to private fund sponsors (a relationship the firm acknowledges may create conflicts when recommending private funds). The firm also operates The Valeo Foundation and an Emerging Client program that may involve optional charitable donations, discloses receipt of transition support and event benefits from its recommended custodian, does not vote client proxies (clients retain voting authority), and does not recommend or exercise discretionary authority to invest directly in cryptocurrencies.