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Standard Valuations delivers four quarterly reports per year to each client.  Each fund is assigned a trained and experienced Consultant who delivers the report in person and who can explain all the facets of the report in whatever detail the Trustees desire.

Standard Valuations uses standard methods of measurement and the firm's proprietary procedures allow for direct, exacting, head to head comparison with other Investment Managers and indexes.  Standard Valuations' universe of data from over 1000 different managed funds, the bulk of which are audited in house, compares balanced, equity, fixed income, real estate, mortgage and global funds, each in their own category, to like funds and appropriate indexes.

The Consultants for Standard Valuations encourage stability rather than contests.  They recognize the fiduciary responsibility of the Trustees as very demanding and hence strive to enhance understanding and the confidence it brings.

Standard Valuations maintains reasonable fees with emphasis on producing accurate, high quality reports that include substantial current and historical data rather than pages of graphic art.  Dean Derby says "where do you look for the best financial information, the Wall Street Journal or USA Today?"

Standard Valuations' only revenue is derived from the Performance Consulting services we provide our clients.  Fees are payable quarterly following the delivery of each report.

Standard Valuations' Consultants place primary emphasis on simplicity and clarity address these basic issues: 

  • How the fund is performing 
  • How the fund is performing on a risk/reward basis 
  • How the fund is performing compared to other funds and Investment Managers

Standard Valuations, Inc.
790 Cleveland Avenue South
St. Paul, MN  55116
(651) 690-5441



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