About Us

The origin of Vallum Financial Group is rooted in a private framework designed for disciplined

and protective indexing. Vallum began as a CRM vehicle for a multi-family office network, built

to support risk-managed strategies for qualified clients. As family offices began preparing for a

period of economic uncertainty and elevated valuations, the need emerged for a private and

accessible distribution system that could extend institutional-level protection to a broader circle of

professional wealth managers.

Vallum was established to meet that need. The firm’s purpose is to distribute a protective index

designed to moderate market exposure and maintain alignment with long-term objectives. The

index itself is constructed from established components, combining the risk-managed design of

Avantis and Dimensional index funds into a framework that seeks to preserve capital while

maintaining systematic market participation.

The firm operates privately, serving only verified qualified clients and their appointed wealth

managers under discretionary investment-management agreements. Each engagement is

individual, relationship-based, and conducted within the bounds of the private-investment-

manager exemption under the Investment Advisers Act.

Vallum’s mission is grounded in prudence, structure, and access. The firm does not promote or

solicit; it facilitates professional collaboration within a compliant, transparent system. Every

communication is factual, confidential, and directed exclusively toward qualified professionals

who value capital preservation and disciplined structure.

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Services are provided exclusively to qualified clients with whom a pre-existing, substantive

relationship exists. Nothing on this site should be interpreted as an invitation or opportunity to

apply for investment, nor does it imply any right or eligibility of acceptance as a client.

This site is intended for informational purposes only.Welcome to Vallum Financial Group, where we are dedicated to putting our customers first. We believe that by providing personalized service, competitive rates, and innovative products, we can help you achieve your financial goals. Our team of knowledgeable professionals is here to help you every step of the way. Whether you are opening a new account, applying for a loan, or simply looking for financial advice, we are here to help. Thank you for choosing Vallum Financial Group as your trusted financial partner.