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.

Public funds expertise

All portfolios are separately managed based on client specific adopted Investment Policy and cash flow requirements.

Specialize in Investment Advisory, Cash Management, Depository Banking Services, Investment Policies & Procedures, and Strategies

Unbiased recommendations - Not affiliated with any investment provider, including investment pools

Strategy Development (operating, CIP, special, and debt service funds)

Team approach to ensure consistent service and results