Our Client Centric Approach

The capacity of any organization to meet its clients’ needs starts with its structure.

Client Service Philosophy

We strive to provide the highest quality of Portfolio management advisory services, built upon objective advice, for each and every one of our clients. To this end, we actively monitor our client / portfolio, and focus more on the fit of philosophy, rather than the portfolio size on day one.

Our structure was designed with one pervasive focus – Client Service

When we created Vallum, we asked ourselves the following questions:

What is the most beneficial structure for Clients?

Based on our decades of experience, we conclude:                                                                         

The skillsets required to manage an investment portfolio and advise, nurture, support, and communicate with clients are increasingly mutually exclusive. But it also comes with little or no direct contact with the individual and family investor, and therefore, little experience working as an “advisor” to Client and his family. On the other hand, individuals with strong inter-personal communication and sales skills tend to be attracted to the financial services industry, where they can utilize their sales skills to attract Clients and family investors, and thereby earn a relatively high income, even though they typically lack investment management experience.

As such, our industry has developed what we call the “tag-team” approach. Clients rarely get to interact with the investment professional, and vice-versa, which means many of the critical aspects of the relationship (that dictate how the portfolio should be managed) are filtered through at least one degree of separation.

This one degree of separation is the genesis for three fault-lines, all of which fracture the client experience: Accuracy, Accountability, and Continuity.

To avoid this our team members at Vallum work directly with the client, serving as the “rain-maker” / client-facing members as well as work behind the scenes making the investment decisions.

All of our Portfolio Managers and team members are also our Client-facing Advisors. This structure allows us to:

  • GatherAccurate information first-hand, without filters
  • Listen to the non-verbal, subconscious communication our clients are conveying by reading body language and tonality
  • Ask the questions that arise in the moment, which facilitates clarification, deeper inspection, and ultimately, better understanding of our clients
  • Submit to our clients’Accountability requirements
  • Maintain a low degree of client turnover, and thus, a high degree of Continuity within the firm’s client base
  • Spend our time and energy serving our clients, rather than looking for replacements

There are other aspects of our Client-centric structure, that, if you’re interested, you can read about in the following sections, as well as our Frequently Asked Questions:

Asset Custody

We custody our clients’ assets with ILFS is a highly respected custodian.

Fee Structure

You Win we Win Fee structure. To Know aspects of Fee structure. Send us an email