ValMark Advisers
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
130 Springside Dr Ste 300, Akron, Ohio, ...Phone Number
(800) 765-5201Website
www.topsfunds.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About ValMark Advisers
ValMark Advisers, Inc. is the creator of the Optimized Portfolio System (TOPS), which offers managed ETF portfolios focusing on low cost, tax efficiency, liquidity, risk management, and transparency. Established in 2002, TOPS is known for strategic portfolios comprised solely of Exchange Traded Funds to maximize risk-adjusted returns, managed by a skilled portfolio management team. The company's offerings include Variable Insurance Trust (VIT) Portfolios, Separately Managed Accounts (SMA), and a range of TOPS Target Range Indexes for investors seeking a long-term investment strategy.Explore more
Popular SearchesValMark Advisers IncValmark Financial Group LLCTops Portfolio Ii LLCTops Portfolio LLCValMark Securities IncSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
ValMark Advisers
<$5M
1-10
Private
-
2015
N/A
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
Company Profile Activity
Activity Insights
ValMark Advisers is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
ValMark Advisers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ValMark Advisers.
ValMark Advisers Tech Stack
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ValMark Advisers, Inc. is the creator of the Optimized Portfolio System (TOPS), which offers managed ETF portfolios focusing on low cost, tax efficiency, liquidity, risk management, and transparency. Established in 2002, TOPS is known for strategic portfolios comprised solely of Exchange Traded Funds to maximize risk-adjusted returns, managed by a... Read More
