Valuealigned Partners
For over 20 years, Valued Aligned Partners (“VAP”) has worked in our client’s best interests by thinking and acting independently rather than blindly following outdated Wall Street practices. Our personalized approach, our total commitment to serving our clients, our independence from big Wall Street firms, and our investing experience make us unique. We know that shares of great companies are not part of the answer, they are the only answer if you want an income that outlives you. After 16 years as a hedge fund trader and a corporate finance consultant, David, with his dad Bill, a mutual fund executive at Dreyfus, started VAP in 2002 to offer advice to his family and friends whose lives and finances were turned upside down by the Dot.com market crash in and the September 11, 2001, terrorist attacks. A Financial Concierge: Accountants, Attorneys, and Other Professionals In a sense, we serve as a client’s financial concierge where they can direct all financial questions. If we don’t know the answer and/or need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc. Learn more at Partners and its affiliates are not responsible for and do not encourage third parties to post anything on our behalf. Additionally, sharing of other’s articles should not be considered an endorsement. Please do not leave recommendations (by order of the US Government).
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- DB
David Berkowitz
Investment Advisor and Chief Investment Officer · Other
EmailPhone - GH
Gary Huysman
Owner · General Business & Management
EmailPhone - JC
James Culligan
Owner · General Business & Management
EmailPhone
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Top roles at Valuealigned Partners
4 distinct titles indexed · top 4 shown.
- 3owner
- 1investment advisor and chief investment officer
- 1mensajero
- 1trading office mgmt
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