What are managed investments?
Managed Investments provide ultimate transparency to clients whereby a client opens an account in their name with the broker. The client assigns LPOA ( limited power of attorney) to Valhalla Capital Group, LLC to trade on their behalf. Only the investor has access to their funds to deposit and withdraw. Investors can view and monitor their positions and balances in real time.
Types of Investment accounts
Investors can open individual, corporate, joint, Trust and IRA Account.
For investors interested in rolling over their 401k or a portion of, can do so via a number of trust companies. If you have your own, they will work with use to get your account set up at the designated broker. If you don’t, we work with Equity Institutional IRA. Click below to download their form and fee schedule:
We're Here to Help!
We're friendly and available to chat. Reach out to us anytime and we'll happily answer your questions.
10150 Highland Manor Drive, Suite 200
Tampa FL 33610
United States of America
Fax: 813 283 9069
+1 813 375 9218