Investment Advisory

The collective experience of the individuals within the Valley View team exceeds 250 years.  The team specializes in assessing the needs of a client, examining current cash management policies and practices, monitoring depository bank contracts, reviewing bond covenants, and developing effective and comprehensive investment strategies.

Valley View’s list of satisfied public fund, full investment advisory clients continues to grow.  Since inception, the diverse public entity clients include cities, towns, colleges, counties, river authorities, special authorities, foundations, and school districts.