How We Work With You
A Partnership Built Around You
Every client relationship at Value87 Investment Partners is built on the same foundation: taking the time to understand your goals, working alongside you to pursue them and earning your trust every day. Here is what that looks like in practice.
hand-on advisors
When you work with Value87 Investment Partners, your advisor keeps your goals top of mind in every portfolio management decision, putting your financial objectives at the center of the investment process.
individualized plans
Unlike some firms, we don’t use models or force you into a “cookie cutter” experience. Starting with your comprehensive financial plan, we partner with you and your family to build an asset allocation that reflects your personal risk profile, goals and life circumstances.
fiduciary integrity
We always put your interests first and work hard to earn your trust every day. As fiduciaries, that is not just a promise; it is a legal obligation we take seriously.
rooted in value
Our core team has 75+ years of combined experience applying principles of value investing across equities, fixed income and alternative investments. We employ a rigorous, research-backed process to identify high-quality opportunities and build diversified portfolios, calibrated for risk and return and continuously refined.