Valentine Ventures, LLC Employee Directory

Investment ManagementOregon, United States0-1 Employees

Valentine Ventures, LLC is a wealth management firm operating as a SEC-registered investment adviser based in Bend, Oregon. Founded in 1997 by William L. Valentine, the firm offers discretionary investment management alongside comprehensive financial planning services, primarily targeting affluent individual clients and small to midsize businesses seeking 401(k) solutions. Its approach centers on developing a client-specific financial plan that addresses retirement, cash flow, taxation, insurance, estate planning, education savings, and business transition, with an asset allocation embedded in an Investment Policy Statement supported by a diversified portfolio of liquid ETFs and high-quality bonds. The company emphasizes ongoing communication and education, delivering investment insights through a weekly blog and a repository of investment lessons, while maintaining a minimum account size for its wealth management services and charging an asset-based management fee.

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