A complete list of active advisors currently associated with Value Investment Professionals, LLC
Warmer can help you find a great advisor at Value Investment Professionals, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Value Investment Professionals, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Shelton, CT
| 23
| |
New York, NY
| 10
| |
New York, NY
| 20
| |
Bend, OR
| 3
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
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")