Valley View Consulting provides investment supervisory services primarily to government entities and related organizations. Services are non-discretionary and non-custodial. Investment options include fixed income securities, mutual funds, local government investment pools, and financial institution deposits. Strategies focus on safety of principal and liquidity. Valley View does not participate in wrap-fee programs.
Assets Under Management$16B
Clients77
Advisors8
Avg. per Client$200M
Avg. per Advisor$2B
Fee Structure
Investment management only (planning not offered)
Valley View Consulting's fees for investment supervision can be a percentage of the assets they manage, hourly rates, fixed fees, or a combination. All fees are negotiable. In some cases, a minimum or maximum annual fee may apply.
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