Relationships, not customers.
We believe an educated, well-served client is a long-term partner. While “relationship” is frequently misused in our industry, it has real meaning to us. In the end, it is in delivering on our values day in and day out that demonstrates the depth of our conviction in this regard. This includes offering loyalty discounts, providing advisor education, and delivering detailed investment insights.
For Individuals — VALIDUS offers separate account strategies through the TradePMR brokerage and custodial platform.
For Institutions — VALIDUS offers separate account and model strategies as part of a broader investment platform for financial services partners and mutual funds.