VALAD Plus®
Investment
Advisors

VPIA®

Newsletters

Items that we think will be helpful to all investors

Who We Are

Valad Plus® Investment Advisors (VPIA®) is an investment firm formed in 2005. VPIA has its offices in Plano, Texas. VPIA® is currently accepting new clients...

VPIA Rules

Rules that VPIA® uses when making Investment decisions.

The Current VPIA® Investment Strategies

VPIA® currently has three portfolio options for Clients: 1. Valad Equity Portfolio (VEP); 2. Valad Income Portfolio (VIP); and 3. Valad Cash Management Portfolio (VCMP).

Our Principals' Biographies

Simple Facts of Investing

Booklist

Here is the suggested VPIA® Booklist.

Investment Advisory Services Offered Through Crescent Advisor Group, Inc., a Registered Investment Advisor.