Valentine Ventures, LLC is a Wealth Management firm based in Bend, Oregon. The firm is a SEC Registered Investment Adviser founded in 1997 by William L. Valentine, CFA. The company provides discretionary Investment Management and comprehensive Financial Planning services to affluent individual clients as well as 401(k) solutions to small and medium sized businesses.
Operating as a team for all clients, Valentine Ventures staff work deliberately to learn the nuances of clients’ financial condition, identifying areas of strength as well as deficiency. The Client’s Financial Plan provides guidance on all aspects of the affluent investors life: Retirement Planning, Cash Flow management, Investments, Taxation, Insurance, Estate Planning, Education Savings and Business Transition.
The Financial Plan also determines the optimal Asset Allocation for client investment accounts. We present a target Asset Allocation in an Investment Policy Statement, which sets the parameters for investment portfolios. Our proprietary investment portfolio strategy utilizes liquid, low-cost ETFs to give clients broad diversification across multiple asset classes; and a broad portfolio of high-quality individual bonds, laddered by maturity, provides capital preservation and interest rate protection.
Valentine Ventures has a $750,000 minimum account size requirement All services provided to Wealth Management clients—planning and investing—are covered by the account’s asset-based, investment management fee.
Another hallmark of Valentine Ventures is our comprehensive communication and education efforts. Utilizing video, Valentine Ventures shares investment insight on a weekly basis via its blog, found at http://www.valentineventures.com/blog/. We have also created a video library of evergreen investment lessons called The Wealth Academy, found at www.http://wealthacademy.org.