WHO WE ARE
Value Investment Professionals is a Registered Investment Advisor located in New York.
We provide fee-only asset management services to individuals, families, non-profit entities, and institutional clients. We believe in finding investments across the spectrum, rather than solely relying on pooled vehicles such as mutual funds.
The Value in Value Investment Professionals represents three tenets of the firm:
We offer compelling value to clients – an institutional service at a reasonable price.
We are value-oriented investors – selecting investments based on quantitative merit.
We search for opportunities that offer strong value propositions in the belief that value fosters loyalty and a durable competitive advantage.
Our mission is to maintain the highest standard of excellence within financial management.
This starts by providing clients with more knowledgeable advisors. All our financial advisors conduct rigorous analysis, understand their clients’ individual holdings, and minimize embedded investment costs. Our fees are 100% based on assets under management, rather than sales commissions from investment activity. We are independent advisors, free to choose the best investments from a variety of sources, rather than the latest in-house solutions. We have minimized conflicts of interest at every turn.
Our fundamental standards reflect the industry’s best practice.
- Assets are held in trust with an insured custodian.
- Full Transparency
- Account activity and balances can be viewed online at any time.
- Aligned Incentives
- Fees are based on assets under management and billed quarterly.
- Personalized Investment Approach
- Investment plans are reviewed at least annually.