Valley National Advisers Inc.
Valley National Advisers Inc is an SEC-registered investment adviser headquartered in Bethlehem, PA. Founded in 1985, the firm operates as a wealth management and financial planning organization, serving individuals (including high net worth individuals), pension and profit-sharing plans, charitable organizations, and select corporations. The adviser maintains a team of approximately 12 employees, the majority of whom are investment professionals, delivering comprehensive advisory services to a broad client base primarily in the United States.
Investment Strategy
Valley National Advisers Inc provides discretionary portfolio management services with a focus on personalized solutions for clients’ investment objectives, risk tolerance, and financial goals. The firm primarily manages assets for individuals and high net worth clients, tailoring portfolios using a mix of equities, mutual funds, ETFs, and fixed income products to achieve long-term growth and income generation while mitigating risk. The firm emphasizes regular communication and periodic reviews to adapt investment strategies as client circumstances and market conditions evolve.
Top Holdings
Equity Positions (822)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 7.69% | $49.7M | 1,885,878 | $14.05 | $26.34 | +$4.5M |
S SCHB | SCHWAB STRATEGIC TR | 4.29% | $27.7M | 1,077,066 | $13.77 | $25.71 | +$1.2M |
S SCHG | SCHWAB STRATEGIC TR | 4.22% | $27.3M | 854,513 | $19.50 | $31.91 | +$4.0M |
A AAPL | APPLE INC | 3.79% | $24.5M | 96,086 | $38.92 | $254.63 | +$1.8M |
F FBND | FIDELITY MERRIMACK STR TR | 3.47% | $22.4M | 484,616 | $45.43 | $46.24 | +$1.6M |