# Mole Valley Asset Management

Mole Valley Asset Management is a Bank / Wealth / Trust based in Dorking, United Kingdom.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dorking, United Kingdom
- **Region:** Europe
- **Address:** 275 High Street, Dorking, Surrey, RH4 1RY, United Kingdom
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** www.mvam.com
- **LinkedIn:** https://www.linkedin.com/company/mole-valley-asset-management

## Regulatory record

- **Reports private funds:** No

## About

We are a financial advice and investment management firm with offices in Dorking, York and Hertford. Contact MVAM Financial Advice today!

## Offices

- Hertford, United Kingdom
- York, United Kingdom

## Questions

### How does MVAM structure its investment management?

MVAM operates an in-house investment team that works directly with individual advisers to construct personalized financial plans. Client portfolios are allocated across a range of model portfolios defined by risk level, rather than bespoke direct investments or external fund selection. This integrated model means the adviser and investment manager sit within the same regulated entity, allowing for continuous alignment on the client's agreed risk tolerance.

### What is the Haretoise® and how is it used?

The Haretoise® is a proprietary client-profiling tool that helps determine an individual's investment style — framing the choice between a steady, conservative approach and a faster-paced, risk-tolerant strategy. It guides the conversation between adviser and client to agree on a risk level, which then dictates the choice of MVAM's model portfolios. The framework is used as a simple visual aid rather than an algorithmic risk assessment.

## Related profiles

- [Moler Capital Management](https://altss.com/profile/moler-capital-management)
- [Molex Ventures](https://altss.com/profile/molex-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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