Founded in 2011 by Brian Nelson, CFA, Valuentum Securities Inc. is an independent investment research firm that offers insights on a wide range of equities. The company's mission is to provide the best investment ideas to the individual investor. Its methodology is rooted in a discounted cash-flow (DCF) analysis process and a proprietary rating system, the Valuentum Buying Index™ (VBI). Valuentum publishes investment newsletters, offers model portfolios (such as the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio), and provides detailed reports and analysis on individual stocks, aiming to bridge the gap between sophisticated institutional-grade analysis and the needs of individual investors.

Founded in

United States