Learn how Dave Alison has tweaked his investment management process to win more business using both Valor Capital Management and Prosperity Guided Portfolios within a core/satellite approach -- a strategy that has led to over $7.6m of AUA in the past six months! 

DAVE ALISON
Executive Vice President & Founding Partner

JENNIFER RELIEN
General Counsel & Chief Compliance Officer

DIPEN MEHTA
Vice President Investment Operations

RYAN WARNER
Director of Supervision