About Valentine Capital Asset Management (VCAM)
Welcome to our private client group!

The Valentine Capital Team is dedicated to providing paramount Asset Management and Wealth Management solutions for High Net Worth Individuals. We provide cutting edge research and innovative strategies. We manage specialized portfolios, each with clearly defined objectives and offer services for wealth preservation, investment strategies, and retirement planning. The Valentine Capital Team seeks to provide the highest degree of integrity, unsurpassed personalized service, and independent investment advice, all at a competitive cost.

Our “institutional style”* management offers our clients the advantage of a highly specialized approach. VCAM provides a unique performance driven blend by relaying on our skilled, in-house research team, and our proprietary asset allocation models. We publish our own nationally distributed High Net Worth Newsletter and weekly Investment Policy Committee (IPC) Notes. We strive to keep our clients informed with these resources that provide current, independent, and comprehensive data affecting the economy and their investments.

Some of our Key Advantages include:

-Globally Thematic Investment Approach
-Customized Asset Allocation
-Ongoing Assessment and Portfolio Performance Reviews
-Fee Based Structure
-Financial Advisors and Portfolio Managers (Not transaction driven brokers)

We provide all-inclusive services to fulfill your estate needs.

As your portfolio grows in size…

-Cash Flow/Income Ratio**
-Qualified/Non-Qualified Ratio***
-Cash Flow/Tax Analysis**** (proprietary system)
-Flowing Qualified to Non-Qualified Money in a Tax Favorable Way
-Wealth Preservation Strategies
-All-inclusive Tax Consulting
-Comprehensive Investment and Financial Planning
-Wealth Transference
-Asset Protection
-Real Estate Strategies and 1031 Exchanges
-Schedule C Business Strategies and Creations
-Cash Flow Management
-Income Replacement
-Pension Calculations
-1099 Strategies
-Reallocation Planning
-ILITs (Irrevocable Life Insurance Trust)
-CRTs (Charitable Reminder Trust)
-1041 Grantor Trust

We utilize these resources to help our clients achieve their financial goals.

So call us today at 1 (800) 88-Retire to see how Valentine Capital Asset Management can help you.

*A bank, mutual fund, pension fund, and other corporate entity that trades securities in large volumes. Unlike retail firms, we do not sell our own in-house products, as we are unbiased and independent.
**Examines how much of the investor’s income is derived from the cash flow generated by the income producing investments in an IRA. The IRA income investments should yield the lion’s share of the income distributions a retiree uses to cover his/her costs of living. Qualified distributions from an IRA are taxed as ordinary income. Distributions taken prior to age 59 ½ may be subject to an additional 10% tax penalty. Please consult a tax advisor regarding your specific situation.
***Comparison of investments in tax deferred accounts vs. taxable accounts; distributions needed from retirement assets, both qualified and nonqualified; potential tax consequences involved in the distributions taken from retirement assets.
****This analysis is designed to take your unique financial situation into account. We include factors such as your age, income needs, pension plans, outside savings and securities, tax bracket, 401(k)’s, qualified and non-qualified assets, anticipated Social Security Income, plans for your children and grandchildren, and extraordinary income/expenses. Further, we consider future average tax rates, based on current economic indicators and expected rates of return to provide you with inflationary adjusted projections.