"They deep dived into my existing portfolio and suggested changes that were data driven and logical. This is what one needs in an advisor – capability and trust."

"Valtrust genuinely wants to empower the investors and believes in client education. They discussed a disciplined approach with me for my investments and implemented it."

"They really brought a global perspective to a local portfolio. The key differentiator for me is the international diversification that I have now achieved in my holdings."