Yoffe Investment Management, LLC
Yoffe Investment Management, LLC is an independent SEC-registered investment adviser headquartered in Lemoyne, Pennsylvania. Founded in 2014, the firm is led by Jeffrey N. Yoffe and has a sole employee. The firm manages discretionary investment accounts primarily for high net worth individuals and a small number of other individual clients, as well as charitable organizations. With regulatory notice filings in Pennsylvania and Louisiana, Yoffe Investment Management offers personalized portfolio management and investment advice.
Investment Strategy
Yoffe Investment Management pursues a long-term, discretionary investment approach, managing diversified portfolios mainly for high net worth individuals. The firm uses fundamental and quantitative analysis to select holdings across equities (including ETFs like VB, VTI), blue-chip stocks (IBM, MSFT, PG), and fixed income securities. Asset allocation and risk management are customized per client objectives, focusing on capital appreciation and preservation over time.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBM | IBM CORP | 4.73% | $3.5M | 11,731 | $219.83 | $294.78 | +$541.0K |
V VB | VANGUARD SMALL CAP ETF | 4.69% | $3.4M | 14,459 | $240.28 | $236.98 | +$220.2K |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.70% | $2.7M | 8,908 | $289.81 | $303.93 | +$259.1K |
M MSFT | MICROSOFT CORP | 2.86% | $2.1M | 4,200 | $421.52 | $497.41 | +$512.5K |
W WMT | WALMART INC | 2.50% | $1.8M | 18,686 | $90.35 | $97.78 | +$186.9K |