What makes Valley National different? 
As a start Valley National Advisers is a Registered Investment Advisor
firm (“RIA”).  An RIA forms a close
relationship with you – one that is responsive, attentive and personal.  Our advice is based on what’s best for you –
there is no other agenda.  The portfolio
management fees are typically based on a percentage of assets managed.  As your portfolio grows the RIA makes higher
fees so both you and the RIA are pulling the wagon the same direction. 

For more information, let’s look at the three words in “Registered
Investment Advisor” for more meaning:

REGISTERED:  Yes, with the Securities
Exchange Commission.  We have a fiduciary
duty to act in your best interest.

INVESTMENT:  Not only do we invest
your money, but we also help you plan your entire financial picture – such as
your retirement, or children’s education or estate planning. 

ADVISOR:  We are on your side, ready
to offer the advice and guidance you need. 
And we are Independent – no one in a distant corporate headquarters is influencing
us to give you the wrong advice.