Valenta Capital Management Email Format
Financial ServicesColorado, United States2-10 Employees
Valenta Capital Management is a boutique financial services firm that develops tailored financial strategies for individuals and organizations. Its offerings span wealth management for high-net-worth clients, retirement income planning, and custom, actively managed financial plans. The firm also supports corporate retirement programs through 401(k) plan management, participant education, provider search, and fee analysis, with co-fiduciary support and a Preserve and Participate approach aimed at maximizing returns while limiting drawdown in market cycles. Valenta Capital Management is based in Westminster, Colorado, and operates with a small professional team. Its advisory and brokerage activities are conducted through Cambridge Investment Research and its affiliated entities, aligning the firm with a broader financial services network.