Public funds expertise


     Portfolios range in size less than $10 million to over $400 million

    

     Specialize in Investment Advisory, Cash Management, Banking

     Services, Investment Policies & Procedures, and Strategy


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


     Team approach to ensure consistent service and results


     Unbiased recommendations - Not affiliated with any investment     

     provider, including investment pools


Investment Advisory:


The combined experience of the individuals within the Valley View team exceeds 200 years.  The team is fully capable of assessing the needs of a client, examining the current cash management policies and practices, monitoring bank contracts, reviewing bond covenants, and developing effective and comprehensive investment strategies.


Contact us Toll Free at (888) 853-3778