At ValueWorks we provide independent investment management on an individual account basis. Clients receive the benefits of active portfolio management with the advantages of owning a custom-designed selection of securities.

We can work directly with your financial consultant to evaluate your investment profile and build a plan designed to meet your specific goals.

According to a client’s particular needs, we tailor portfolios that cover a wide range of risk-tolerance, from aggressive to much more conservative and income-oriented. Portfolios can also be tailored to meet specific tax requirements as well as targets for income, liquidity, and stability.