Valley Oak Investment Strategies LLC

Overview

Valley Oak Investment Strategies LLC is organized as a limited liability partnership that describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting and selecting other advisers. The firm charges clients through a mix of fee structures, including a percentage of assets under management, hourly fees and fixed fees. It does not present itself as an active ESG investor. The firm maintains business relationships across the financial services ecosystem, including affiliations with a broker-dealer, accounting professionals and an insurance company. Ownership is identified as a combination of a domestic entity and individual stakeholders.

Assets & Accounts

Investments & Alternatives

Location & Offices