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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.


  • 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