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Valentine Ventures, LLC
       
 
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Valentine Ventures, LLC
 
 
Overview: 

Valentine Ventures, LLC is a Registered Investment Adviser based in Bend, Oregon. The company provides investing and planning services to individuals and institutions.  The firm was started by William Valentine, CFA in 1997.
WEALTH MANAGEMENT DIVISION

The Wealth Management division works with affluent clients* providing integrated Financial Planning and Investment Management services under one asset-based management fee. The offering is characterized by:
Discretionary Investment Management

   Portfolios are managed by a professional investment manager that is held to a fiduciary standard to act solely in the client's best interest.  

Comprehensive Financial Planning

   Each client receives comprehensive Financial Planning and ongoing counsel as needed as part of the Wealth Management relationship.

Mutually beneficial, fee-only compensation

   Clients pay a fee based on assets under management, eliminating "conflict of interest" questions arising from commission-based compensation. The company does not sell any financial products.

Communication

   The firm provides frequent video and written content on its website, in addition to written quarterly Client Reviews and client-only video conferences. Clients receive monthly statements and other pertinent information from the custodian, and have online access to their account at all times.


 
 
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