Wealth Management


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


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.

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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