About Us

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About Us

Vallum Financial Group was formed as a private feeder for a Protective Indexing framework developed within a family office context.

Vallum exercises discretionary authority and implements its strategy through an affiliated family office serving as a third-party investment manager.

The firm functions as an access and coordination entity within a broader private structure. All client accounts are established and maintained in the client’s name at Interactive Brokers, our sole third-party custodian.

Participation is limited to qualified parties and occurs solely through private, non-public, relationship-based arrangements, subject to applicable eligibility standards and ongoing contractual review.

Important Notice:

Participation is limited exclusively to qualified parties with whom a pre-existing, substantive relationship exists. Nothing on this site should be interpreted as an invitation or opportunity to participate, nor does it imply any right or eligibility for acceptance into any arrangement.

This website is provided for informational purposes only.