Valley Oak Investment Strategies LLC

Overview

Valley Oak Investment Strategies LLC is a limited liability partnership that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Its fee menu includes AUM-based charges as well as hourly and fixed fees. Valley Oak maintains industry relationships with broker-dealers, accounting firms, and insurance companies. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices