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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
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Michael Z

Series 65

Bend, OR

Value Investment Professionals, LLC

Michael Zacha is a financial advisor at Value Investment Professionals, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fortress Financial Services, Inc. for 20 years. Outside of his advisory role, he is involved with tax resolution services through Zacha Tax Resolution Inc. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis and modern portfolio theory to construct investment policy statement-driven portfolios and offers performance-based fee arrangements to qualified clients.

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

CFP®, Series 65

Shelton, CT

Value Investment Professionals, LLC

Joan Guccione is a CFP® and Series 65-licensed financial advisor with 24 years of industry experience. She is currently with Value Investment Professionals, LLC, where she has worked since 2023 following a 19-year tenure at Fleetwood Asset Management Ltd. 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 approximately $246.7 million and employs an investment approach that combines fundamental analysis with modern portfolio theory to construct IPS-driven portfolios.

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