Valhalla Advisors LLC

Valhalla Advisors serves individual and high‑net‑worth clients as well as corporations and business entities, offering discretionary portfolio management alongside financial and estate planning. The firm also provides periodic educational seminars and workshops, which it describes as open to clients and the public.

Valhalla’s investment process is based on long‑term trading informed by cyclical, fundamental and technical analysis and documented in an Investment Policy Statement for each client; accounts are generally managed on a discretionary basis. The firm uses derivatives and structured products in separately managed accounts — including options strategies (covered calls, cash‑covered puts, protective puts), buffered ETFs and market‑linked notes — and notes it may use client cash holdings to support certain put sales intended to produce income.

Noteworthy distinctions include an affiliation with an insurance agency and a principal who is a licensed insurance producer, with the firm disclosing that commissionable insurance products may be offered and that some seminars are hosted through the affiliated agency. The brochure also discloses a series of customer disputes and settlements related to private placements and an ongoing administrative proceeding, and it describes operational practices such as recommending a specific custodian and not aggregating trades across client accounts.