Wealth Management

THE OPTIMIZED PORTFOLIO SYSTEM® (TOPS®)

Valmark’s investment management platform, The Optimized Portfolio System (TOPS®), is a service for selecting, screening, reporting and rebalancing a number of exchange-traded funds from several providers. The TOPS® portfolios, which are strategically designed to range from Capital Preservation to Aggressive Growth, are based on the principle that efficiency in a portfolio is created by asset allocation and diminished by fees and taxes. TOPS® is exclusive to Valmark Members and is one of the longest-running and most successful ETF portfolio management programs in the country.

To learn more, visit the TOPS® website at topsfunds.com.

"We benefited from the TOPS portfolio solution immediately…"

“The TOPS portfolio is such an incredibly well designed and managed investment solution for clients. It was essentially a plug-and-play component we benefited from immediately.”

Brian Hennaman, CFP
President & CEO
James River Wealth Advisors
Valmark Member since 2015

Operational
Wealth Management
Wealth Transfer

Business Succession Roadmap

Creative Marketing Hub

Right Fit

Achieving Retirement Clarity™ (ARC)

Focused Planning™

Comprehensive Annuity Review and Evaluation Service™ (CARES)

The Optimized Portfolio System® (TOPS®)

The Retirement Income Survival Kit™ (RISK)

Retirement Turnkey

Valmark Wealth Solutions (VWS)

Life Insurance 10X

Life Assurance 360®

Private Underwriting Risk Evaluation (PURE)

The Life Settlement Advocacy Program™

The Policy Management Company

Valmark Concierge Services

FinTech

Valmark works with a number of top industry partners to augment, streamline and digitize financial services for our Member Firms and their clients. Below is a short list of just a few of the vendors we partner with to help maximize the advisor-client experience.

Streamline your back-office operations using our proprietary platform for processing new business and service items digitally, including the ability to make financial planning requests and track in-progress cases.

Provide your clients with an enhanced level of service through this one-stop solution for detailed investment research, risk tolerance, and financial planning.

Streamline your process for collecting consulting and financial planning fees through this electronic fee-for-service billing solution.

Deliver comprehensive financial planning no matter how complex your client’s situation is using a single portal with a birds-eye view of aggregated account data for each client.

Enhance your client-facing services using this data aggregation software for your entire book of business along with client-approved performance reporting capabilities.

Store client data and run workflows seamlessly with this financial services-focused Client Relationship Management (CRM) system.

Audit quarterly billing and run ad-hoc performance reports on Valmark Wealth Solutions accounts.

Grow your firm through email and social media engagement with Smarsh’s compliance-friendly archiving solution.

Quickly and easily gather client signatures through eSignature software.

Save time processing paperwork through this forms generation software that quickly and easily populates forms with client data.

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Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
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