Our Strategic Vision
To be the most service oriented and people-oriented ESOP Trustee.
How we do it
Unparalleled Service + Commitment To Employee Ownership
Decades of ESOP Experience
Our clients range in enterprise value from $4 million to $381 million
We have ongoing clients in 30 states
Leading dozens of ESOP transactions annually
Specializing in large and complex clients
Serving over 150 ESOP plans per year
The Ventura Difference
Business viewpoint for all clients
Peer reviews offer an extra measure of professionalism
Team approach to every client engagement
Exceptional client information management
It takes a team you trust
