Managed Account

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.

IRA Accounts 

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:

Types of Clients we accept

Valhalla only accepts QEP’s (qualified eligible person). A QEP can be defined as any of the following: Electronic Code of Federal Regulation

Not sure if you qualify? Contact us and we will be happy to assist.

 

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

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Fax: 813 283 9069

+1 813 375 9218

charlescampbell@valhallacapitalgroup.com

Skype: charlescampbell1

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Valhalla Capital Group

We serve affluent investors globally, who need help to research, locate and access some of the best Managed FOREX and Futures products available.

Disclaimers

RISK DISCLOSURE STATEMENT
THE RISK OF LOSS IN FOREIGN EXCHANGE, FUTURES AND OPTIONS TRADING CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. THE HIGH DEGREE OF LEVERAGE THAT IS OFTEN OBTAINABLE IN FOREIGN EXCHANGE, FUTURES OR OPTIONS TRADING CAN WORK AGAINST YOU AS WELL AS FOR YOU. THE USE OF LEVERAGE CAN LEAD TO LARGE LOSSES AS WELL AS GAINS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.