Valley Assets is a holding company and private advisory.
- 2004 - founded as a contractor in a small foothill community in Northern California.
- 2010 - company restructured to focus on asset management.
- 2014 - company reconstituted in Arizona as a holding company.
- Today - the firm is nestled in a small foothill town in the American Southwest and focused on investing in next-generation "Main Street" businesses.
Values
Values
We value small local businesses, and have four core values which grow and businesses and their communities.
TRUST
Demonstrate integrity above all. Earn trust by living our values.
VALUE
Increase enterprise value through growth and sustainable opportunity.
DISCIPLINE
Bring disciplined planning and execution which lead to growth and value.
COLLABORATION
Collaborate with and assist small businesses to accelerate to the next level.
Strategy
Strategy
Strategy: Invest in, and advise small enterprises.
Here are some industries and business characteristics that meet our investment criteria.
INDUSTRY
- Lending
- Insurance
- Digital Marketing
- Home Care
- Delivery & Freight
- Route-based Services
- Real Estate Services
BUSINESS
- "Main Street" business
- Stable management
- Growing industry
- Fragmented market
- Specialized / niche