Valley Forge Investment Consultants Inc. Adv
Valley Forge Investment Consultants, Inc. ADV is a registered investment advisory firm headquartered in King of Prussia, Pennsylvania. Founded in 1995, the firm provides investment consulting and advisory services to institutions, retirement plans, corporations, and private clients. It is part of Valley Forge Financial Group and is recognized for its focus on objective financial guidance and tailored investment solutions. The firm employs a team of experienced professionals dedicated to comprehensive financial planning and investment management.
Investment Strategy
Valley Forge Investment Consultants employs a diversified, multi-asset investment approach, primarily using ETFs to construct portfolios with broad market exposure. Their strategy is grounded in disciplined asset allocation, rebalancing, and tactical shifts based on economic outlook and client objectives. The firm focuses on long-term growth and risk management, aiming to outperform benchmarks through strategic selection of domestic and international ETFs, large-cap, mid-cap, and small-cap instruments. The portfolio is regularly adjusted with both increases and reductions in individual positions to align with market conditions and client needs.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 37.10% | $126.8M | 189,524 | $440.35 | $669.30 | +$15.0M |
I IEFA | ISHARES TR | 13.91% | $47.6M | 544,780 | $73.04 | $87.31 | +$5.8M |
S SCHX | SCHWAB STRATEGIC TR | 6.83% | $23.3M | 886,380 | $16.66 | $26.34 | -$209.2K |
I IJH | ISHARES TR | 6.49% | $22.2M | 340,214 | $52.86 | $65.26 | +$2.7M |
I IJR | ISHARES TR | 6.03% | $20.6M | 173,394 | $103.45 | $118.83 | +$2.4M |