Valu-trac Investment Management

At Valu-Trac, we pride ourselves on being a leading investment management company, providing top-notch services to our clients. Our origins date back to the 1970s, and we were formally established in 1985. Our mission is to provide exceptional investment research, investment counselling, and fund management services to institutional and private investors.

Our History

Our journey began as an investment advisory business specializing in Global Asset Allocation. Over the years, we have expanded our services to include investment management, and today, we manage traditional and alternative investments for our clients. Our commitment to excellence has led to the development of our own internal administration systems, which form the basis of our administration services.

Our Services

At Valu-Trac, we offer a comprehensive range of services, including:

• Authorised Corporate Director (ACD) Services
• Fund Accounting and Administration
• Treasury Services
• Investment Research and Counselling

Our team of highly experienced and qualified staff is dedicated to providing an efficient and timely service to our clients. We pride ourselves on our expertise in FCA, NFA, CFTC, and UCITS regulations, ensuring that our clients receive the highest quality of service.

Our Team

Our team is comprised of highly skilled professionals with a deep understanding of the investment management industry. Our team members have extensive experience in fund management, investment research, and administration. We are committed to delivering exceptional service to our clients, and our team is dedicated to achieving this goal.

Our Values

At Valu-Trac, we value integrity, expertise, and professionalism. We believe in building long-term relationships with our clients, and we are committed to delivering exceptional service to achieve this goal. Our values are reflected in our motto: "Providing exceptional investment management services with integrity and expertise."