Valley Forge Investment Consultants, Inc.

Valley Forge Investment Consultants, Inc. provides investment management, retirement plan consulting, and standalone financial planning to individuals (including high‑net‑worth clients), institutional investors, and employee benefit plans. The firm offers both discretionary portfolio management and non‑discretionary consulting to plan sponsors, including ERISA 3(38) services for participant‑directed plans and non‑discretionary advice for 401(k) plans.

VFIC’s investment process emphasizes asset allocation among open‑end mutual funds, collective investment trusts (CITs), and ETFs, supported by a documented five‑step review that includes client profiling, tailored asset allocation, ongoing monitoring, and periodic client collaboration. The firm favors long‑term strategies (typical holding periods of four to six years), performs qualitative and quantitative due diligence on managers and funds, and periodically recommends third‑party advisers or privately offered pooled vehicles when appropriate.

Noteworthy distinctions include the firm’s concentration of non‑discretionary assets — $2,640,321,465 non‑discretionary versus $851,873,593 discretionary as of 12/31/2025 — which is atypical among similar multi‑team advisers. VFIC is also a sponsor/affiliate of private pooled investment vehicles (the Valley Forge Funds), and maintains related business affiliations (including Main Line Accounting and an insurance agency), arrangements the brochure discloses can give rise to additional fees and potential conflicts of interest.