VALENTINE INVESTMENTS, LLC

Overview

Valentine Investments, LLC is a small independent RIA that serves individual and family clients with fee-based financial planning and discretionary portfolio management. The firm also operates as an insurance broker, suggesting it blends investment management with insurance-based planning solutions. Its stated preference is equities, and its asset mix and custody relationships indicate a hands-on approach to managing traded securities through standard custodial platforms rather than direct in-house capital allocation. The firm is not positioned as a capital allocator or pension consultant and does not characterize itself as an active ESG investor. Service focus is toward individuals and small businesses, delivered primarily under a percentage-of-AUM fee model. With a limited number of clients and a concentrated asset base, the firm appears geared to personalized, relationship-driven advice rather than large-scale institutional mandates.

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Public Holdings

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Location & Offices