Plan + Process

Our Four-Phase Investment Process

Four pieces of the investment puzzleOur four-phase investment process will provide you with confidence that you will remain on the right path as you pursue financial independence.

Phase 1:

Create portfolios based on asset and sector classes believed to be in a long-term uptrend. As Warren Buffet says, "Find a trend; throw yourself in front of it."

Phase 2:

Pick the best way to invest in asset classes using non-proprietary investment vehicles or strategies.

Phase 3:

Use multiple quantitative analysis tools to assist in the buy/sell decision-making process.

Phase 4:

Track and monitor legal insider trading activity in an effort to enhance the investment entry and exit decision process.



About the Investment Process, from the Founder of Valley Oak Wealth Management, Tim Russell


There is no assurance these techniques are suitable for all investors or will yield positive outcomes.

"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful."

Warren Buffett

"Be prepared to invest in a down market and to "get out" in a soaring market."

Warren Buffett