Since 1998, Valentine Ventures' goal has been to help individual investors and families achieve and maintain true financial independence
Our fee-only offering couples comprehensive financial planning with discretionary investment management, and offers the most appropriate, unbiased advice, without the conflicts-of-interest of the standard brokerage model.
Operating as a team, Valentine Ventures' portfolio manager, financial planner, and operations professionals work deliberately with you to learn the nuances of your financial condition, identifying areas of strength as well as deficiency. Crafted by our Certified Financial Planner, our Financial Plans provide guidance on all aspects of the affluent investors life:
- Retirement Planning
- Cash Flow management
- Estate Planning
- Education Savings
- Business Transition
The Financial Plan also determines the optimal Asset Allocation for your investment accounts. We present your target Asset Allocation in an Investment Policy Statement, which sets the parameters for your investment portfolio. Our proprietary investment portfolio strategy utilizes liquid, low-cost ETFs to give you 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.