ProCourse Fiduciary Advisors announced that it has acquired the qualified plan practice of Valeo Financial Advisors.
“As the complexity of qualified plan management continues to increase, we felt our qualified plan clients deserved a team that exclusively specializes on their unique needs,” said Greg Fulk, Chief Operating Officer at Valeo, in highlighting ProCourse’s commitment to the institutional retirement plan space.
ProCourse focuses exclusively on fiduciary services to 401(k), 403(b) and other qualified plans, providing independent advisory and plan management services. The official acquisition took place in the fourth quarter of 2019. Valeo’s Paul Donahue has joined ProCourse and will continue to service the acquired qualified plan practice.
