Value Investment Professionals, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$244,395,914
Clients
156
Advisors
4
across 3 offices
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
Expertise
Occupation focus
Fee options
$1 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001+: 0.90%
$325 per hour
10% of any increase above high water mark, charged quarterly in arrears, plus 1.00% asset-based management fee
Account minimum: $250,000
Main office
See office125 Park Avenue, 25th Floor
New York NY 10017
Advisors at this office
2
Offices (3)
Most active in
California · Connecticut · Florida · Illinois · Louisiana · New Jersey · New York · Oregon · Texas
Also doing business as
Value Investment Professionals · Value Investment Professionals, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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 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.
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 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.
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