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Valentine Ventures -
Who We Are
Valentine Ventures, LLC (VVLLC) is a Wealth Management firm based in Bend, Oregon. A Registered Investment
Advisory founded in 1997 by
William L. Valentine IV,
CFA, VVLLC provides fee-based
comprehensive Wealth Management and planning to affluent investors*.
Expert
Investment Portfolio Management
Superior
returns are achieved as a result of management by a professional
Portfolio Manager, trained and accredited in security analysis and
portfolio management. Private portfolio management offers the
expertise not found with a retail broker and the customization
unavailable with a mutual fund. Portfolios are managed towards
achieving the maximum return within the risk tolerances unique to
each client, as established in their
Investment Policy
Statement.
Each customized account is separately managed on a discretionary
basis and contains individual securities from a master list of
investments.
Inclusive
Financial Planning
Valentine Ventures
staff includes a financial planner.
Each client has a comprehensive Financial Plan generated to assist
with
The software-based
planning tool runs simulations (Monte Carlo) to determine a
range a probable financial outcomes into the future. The Plan
plays an important role in not only developing the investment
strategy, but also in periodic monitoring of the achievement of
objectives over time.
Mutually
beneficial, fee-based compensation
The fee
charged is based on a
tiered rate
schedule, applied to the assets under management. This arrangement
avoids any "conflict of interest" questions arising from
commission-based compensation and provides a mutual incentive for
the success in growth of assets.
Ongoing
Education in Investments
Clients are
offered the opportunity to advance their knowledge and understanding
of personal finance and investments. The firm publishes a weekly
investment column, and produces extensive quarterly Client Reviews.
Valentine
Ventures, LLC
550 SW
Industrial Way, Bldg. 2, Ste. 201
Bend, Oregon
(541) 389-4148
(866) 989-4148
info@valentineventures.com
*Minimum Account Size is $500,000
of investable assets. |
WHO
WE ARE
