Valeo Financial Advisors

Valeo Financial Advisors

Valeo Financial Advisors was established in 2003 by John Wortman and John Trott as an outgrowth of their fee-only financial planning practice. The firm advises affluent families on investment allocation, tax planning, estate structures, and philanthropic vehicles. It remains headquartered in Carmel, Indiana, and holds membership in NAPFA. The firm deploys capital across public equities, hedge funds, private equity, and real estate. Confirmed holdings include large positions in SPDR S&P 500 ETF Trust, iShares Core S&P Small-Cap ETF, and Caterpillar Inc. It runs dedicated real estate funds such as Valeo-NB07 Fund LLC and Valeo-TP05 Fund LLC through its subsidiary TwoPointO Investor Relations, LLC. Geographic exposure centers on North America with additional holdings in emerging markets ETFs. The firm also maintains exposure to Grayscale Ethereum Trust. Valeo employs CFP professionals across its offices and oversees $10.64 billion in client assets. It owns 100 percent of TwoPointO Investor Relations, LLC, which handles investor relations for its private real estate portfolio. The firm participates in the Center for Real Estate Studies at Indiana Kelley advisory board. In January 2024 it attended the T3 Technology Tools for Today Conference in Las Vegas. Valeo Foundation Inc, established in 2008, solicits contributions to support education, health, food, and shelter initiatives. Valeo maintains a hybrid structure that combines multi-family office advisory with a captive real estate investment platform. This setup allows direct sourcing and due diligence on commercial properties without reliance on external GPs for that sleeve. The firm also operates Valeo Hedge Fund Partners II LLC as an internal vehicle for hedge fund exposure.