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    • Forms
Valley View Consulting, L.L.C.
  • Home
  • Investment Advisory
  • Investment Approach
  • Team
  • Additional Services
  • Contact Us
  • Forms

Investment Approach

Public funds require a different approach and carry additional levels of responsibility to adequately judge appropriate risk/return opportunities. Governments have many essential functions to effectively service their citizens and investing is sometimes considered a secondary activity. Our services ensure the level of attention and commitment to effectively manage public funds.  We believe in the following:


  • Maintenance of Sufficient Liquidity
  • Diversification of the Investment Portfolio
  • Safety of Principal
  • Reasonable and Competitive Yield


The management of public funds is more closely scrutinized and requires more transparency than private sector funds management functions; therefore, great care is required in assessing and addressing risks on multiple levels to ensure due diligence in minimizing risk exposure. Our assistance will combine the following steps to achieve the portfolio objectives: 

  Conservatively estimate cash flows and minimum cash balances

  Actively manage the portfolio to achieve investment policy objectives

 Strategically diversify maturity and investment mix

  Timely and regular market interaction to smooth portfolio performance

  Appropriately maintain cash equivalent investment type positions

   Strictly adhere to the prohibition on speculative portfolio trading

For more information, call

1-540-297-3419

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  • Home
  • Investment Advisory
  • Investment Approach
  • Team
  • Additional Services
  • Contact Us
  • Forms