Advisors at this firm
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.
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.
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.
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.