A complete list of active advisors currently associated with Yoffe Investment Management, LLC

Warmer can help you find a great advisor at Yoffe Investment Management, LLC or one who fits your needs even better.

Yoffe Investment Management, LLC provides investment management and financial planning to individuals, trusts, estates and charitable organizations, offering both discretionary and non‑discretionary portfolio management and charging percentage‑of‑assets fees. As disclosed in its brochure, the firm reports approximately $174.9 million in discretionary assets under management and serves a small number of client relationships. The firm’s investment approach relies on principles such as Modern Portfolio Theory and long‑term purchases, and it tailors allocations to client objectives, risk tolerance, time horizon and liquidity needs. Services described in the brochure extend beyond traditional portfolio management to integrated tax‑and‑financial planning, Family Continuity and Estate Planning, trustee oversight, and family philanthropy planning. A notable feature is the firm’s affiliation with the law firm Yoffe & Yoffe, P.C.; the brochure discloses that clients may be referred to this affiliate for legal services, which creates a potential conflict of interest. The firm’s work with charitable organizations and its relatively large pool of assets managed for a limited number of client relationships are also distinguishing characteristics compared with many independent advisors.

To learn more about the advisors currently working at Yoffe Investment Management, 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.