Bend, OR Office

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.