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Value Investment
Professionals

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:

i.

We offer compelling value to clients – an institutional service at a reasonable price.

ii.

We are value-oriented investors – selecting investments based on quantitative merit.

iii.

We search for opportunities that offer strong value propositions in the belief that value fosters loyalty and a durable competitive advantage.

OUR MISSION

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 investments from a variety of sources, rather than the latest in-house solutions. We have minimized conflicts of interest at every turn.

FUNDAMENTALS

Our fundamental standards.

  • Secure
  • Assets are held at 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.

© 2024 Value Investment Professionals, LLC.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Value Investment Professionals, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through Value Investment Professionals, LLC, an SEC Registered Investment Advisor. Being registered as a registered investment adviser does not imply a certain level of skill or training. All investing involves risk including loss of principal. Past performance does not guarantee future results. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of New York, New Jersey, California or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Value Investment Professionals, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.