Company Information

Get to know The Valued Advisor Fund

The Valued Advisor Fund is a series of The RBB Fund, Inc., an investment company registered with the U.S. Securities and Exchange Commission (SEC). The Fund's primary investment objective is to seek long-term capital appreciation. It pursues this by investing in a diversified portfolio of U.S. and international equity securities that are considered to be "value" stocks. The Fund is advised by Buckingham Strategic Partners, LP, which is responsible for the overall management of the Fund's investment portfolio. It was established to provide a simplified and efficient investment vehicle for clients of financial advisors.

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The Valued Advisor Fund

United States

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.