Sorfis Investments, LLC

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.

Samuel Di Fiore is a financial advisor at Sorfis Investments, LLC with three years of industry experience. He holds a Series 65 designation and has worked as an analyst at Avenel Financial Group and Co/Investor Club. His prior experience includes a role with the Boston Bruins and involvement in various business activities since 2016. Sorfis Investments, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis, offering core strategies focused on diversification and absolute return, with an emphasis on risk management and tax efficiency.