Value Investment Professionals, LLC logo

Value Investment Professionals, LLC

Updated today

Client assets under management

$244,395,914

Clients

156

42% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

39

Low

Average account size

$1,566,640

About

Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and ERISA retirement-plan advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm manages roughly $246.7 million through a four-advisor team and documents client objectives and restrictions in an Investment Policy Statement for each account.

VIP’s investment approach blends fundamental analysis with modern portfolio theory to construct IPS-driven portfolios and typically operates with discretionary trading authority. The firm employs a broad toolkit — including margin/borrowing in separately managed accounts, short sales and derivatives — and also offers performance-based fee arrangements to qualified clients while continuing to manage traditional asset-based accounts.

Distinctive features relative to peers include the firm’s use of performance-based fees (a relatively rare arrangement for similar team firms), its maintenance of five offices, and the explicit disclosure that borrowing may be used in managed accounts. The brochure also discloses affiliated bridge-loan businesses that may be recommended to accredited clients, a relationship VIP addresses through disclosure and client choice.

Client services

Portfolio management Pension consulting Financial consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Retired

Fee options

Percentage

$1 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001+: 0.90%

Project-based

$325 per hour

Performance-based

10% of any increase above high water mark, charged quarterly in arrears, plus 1.00% asset-based management fee

Other

Account minimum: $250,000

Main office location

Value Investment Professionals, LLC

125 Park Avenue, 25 Th Floor

New York NY 10017, United States

Number of offices

5

Most active in

California · Connecticut · Florida · Illinois · Louisiana · New Jersey · New York · Oregon · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew H

CFA®, Series 65

New York, NY

Value Investment Professionals, LLC

Andrew Hodges is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Value Investment Professionals, LLC since 2012 and is also involved as a managing member in affiliated entities VIPHA LLC and VIP SPV LLC, which focus on originating bridge loans and investing in direct real estate. Value Investment Professionals, LLC provides discretionary portfolio management and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers performance-based fees and borrowing options within separately managed accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired
user avatar

Michael Z

Series 65

Bend, OR

Value Investment Professionals, LLC

Michael Zacha is a financial advisor at Value Investment Professionals, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Fortress Financial Services, Inc. for 20 years. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm uses a combination of fundamental analysis and modern portfolio theory to construct asset allocations and select securities, often operating under discretionary authority documented in each client’s Investment Policy Statement.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired
user avatar

Timothy M

CFP®, Series 63, Series 65

New York, NY

Value Investment Professionals, LLC

Timothy Mcfadden is a CFP® with 20 years of industry experience and currently serves as an advisor at Value Investment Professionals, LLC. Prior to joining his current firm in 2025, he spent 16 years at TJT Capital Group, LLC. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers unique features such as performance-based fees and borrowing within separately managed accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired
user avatar

Joan G

CFP®, Series 65

Shelton, CT

Value Investment Professionals, LLC

Joan Guccione is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. She currently works at Value Investment Professionals, LLC, where she has been since 2023, following a 19-year tenure at Fleetwood Asset Management Ltd. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis and modern portfolio theory in its investment approach and offers unique features such as performance-based fees, borrowing within separately managed accounts, and a multi-office presence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")