Advisor at Sorfis Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sorfis Investments, LLC
Location
Chardon, OH 44024
Credentials
Series 65
Industry experience
8 years
Joseph Koster is a financial advisor at Sorfis Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Boyles Asset Management, LLC for five years before joining Sorfis in 2019. Outside of his advisory role, he is the editor of the Value Investing World Newsletter, compiling links and editing content. Sorfis Investments provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis, offering clients either a Diversified Strategy focused on ETFs, equities, and fixed income, or an Absolute Return Strategy that aims to outperform the S&P 500 with lower risk through valuation-based allocations.
Based on Sorfis Investments, LLC
Fixed yearly fee may be charged instead of percentage of assets under select circumstances if requested by client.
$0 - $10,000,000: 0.75% annually $10,000,000+: 0.50% annually
Account minimum: $250,000
155 Main St
Chardon, OH 44024
North Carolina · Ohio
Sorfis Investments, LLC
2019 - Present (7 years)
Boyles Asset Management, LLC
2013 - 2018 (5 years)
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Other specialized services
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