Overview

THE FIRM

Overview

THE FIRM

Valentine Ventures, LLC is a SEC Registered Investment Adviser providing financial services to individuals and institutions. It provides Wealth Management services (Investment Management + Financial Planning) to clients throughout the United States, Europe and Asia. Through its Valentine 401(k) division, the firm provides a turnkey qualified retirement plan solution to businesses. Valentine Ventures is headquartered in Bend, Oregon.

History

THE FIRM

Valentine Ventures was formed in San Francisco in 1997 by William Valentine, CFA to manage the investments of affluent investors. In 2000, the firm moved its headquarters to Bend, Oregon. Valentine 401(k) began providing qualified retirement plan services in 2011. Mr. Valentine has worked in the investment business for over 30 years. A native Minnesotan, Mr. Valentine is a graduate of the University of Arizona. The CFA Institute awarded him with the Chartered Financial Analyst designation in 1993.

History

THE FIRM

Wealth Management


INTRODUCTION

Discretionary Investment Management

Portfolios are managed by a professional investment manager who 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. Clients receive monthly statements and other pertinent information from the custodian, and have online access to their account at all times.

401(k)


INTRODUCTION

Exchange Traded Funds and ETF models

The platform is based entirely on Exchange Traded Funds (ETFs) which provide excellent diversification, the safety of indexed investing, broad asset class exposure and very low fees. Proprietary model portfolios allow for one-click investment in an intelligent mix.

Outstanding Education and Servicing

Valentine 401(k) interacts with Plan participants directly, in-person or by phone, to provide advice and answer questions. Participants are also invited to join the Annual Web Conference online. Valentine 401(k) has even created its own online video library to educate participants: wealthacademy.org.

Co-Fiduciary Protection

Valentine 401(k) can act as an ERISA 3(38) or 3(21) adviser. As a co-fiduciary, liability for the Plan is shared with a partner better suited to oversee the investment and education related requirements of Qualified Plans.

Interested in becoming a Wealth Management or 401(k) client?

If you have more questions, refer our Frequently Asked QuestionsWealth Management | 401(k) – or contact us.

To begin a dialogue with Valentine Ventures or Valentine 401(k), submit your inquiry here.

Contact Valentine Ventures
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