Valeo is an independent financial planning and registered investment advisory firm based in Indianapolis. In 2013 InvestmentNews ranked Valeo the #1 RIA in the state of Indiana (vfa.cc/list). Our success is attributed to the fact that: 1) we sell no products, simply provide advice; 2) our advice is centered on each client’s entire net worth, instead of only investments; and 3) our advisors work for a limited number of clients to ensure the best possible service and accessibility.
Our first charitable fund dates back to 2003, the year we were founded. Since then we have formed the Valeo Foundation, Inc., a public charity with a mission to help provide for basic human needs of food, shelter, health care, and education at home and abroad. We have been able to leverage our philanthropic impact by matching the qualified charitable contributions of our employees.
Why did you choose to sponsor Brackets For Good?:
We love the fun, competitive approach BFG has used to activate new donors, increase exposure for nonprofit organizations and, ultimately, increase giving to those nonprofits during a typically slow time of year for giving. This approach to philanthropy is a win on so many different levels, we just had to participate. We only hope our involvement and the ideas we have brought to the table will have a lasting impact on BFG and the participating nonprofits for a long time.