Client Letters
2021 Year-End Letter
This letter is also available as a PDF, HERE. 2021 Annual Letter “In economics, you always want to ask, ‘And then what?’” —Warren Buffett If on January 1, 2020, someone had told you that the Read more…
We design and update financial plans for you, our client, and do it all in a tax-efficient manner. These plans evolve to meet the changes you'll encounter during life.
We invest for the long term in separately managed portfolios. We'll manage those portfolios according to your risk tolerance, and adapt as markets adapt over time.
We aim to be experts in you and understand your goals for retirement. We'll work with you to plan for the day retirement comes, and all the days and years that follow.
Before launching Sorfis Investments in January 2019, Joe served as one of the Managing Members and Co-Portfolio Managers of Boyles Asset Management, LLC from April 2013 until December 2018. He worked for Chanticleer Holdings, Inc. (CHI) as an analyst from June 2005 until April 2013 and served as Co-Portfolio Manager for Chanticleer Advisors, a wholly-owned subsidiary of CHI. Joe also served as Co-Portfolio Manager and Chief Compliance Officer of another CHI subsidiary, Chanticleer Investment Partners, from December 2011 until April 2013. He earned a Bachelor of Science Degree in Business Administration with a concentration in Finance from Coastal Carolina University. Joe is also the editor of the Value Investing World Newsletter.
Email: joe@sorfis.com
Phone: 704.559.9110
Originally from Ohio, Theresa moved to Switzerland as an Au Pair after graduating from Ohio University with a Bachelor of Science in Human and Consumer Sciences. Upon moving to Charlotte, she spent about a decade in various departments at The Ballantyne Hotel. Her last position was overseeing the operations at Ballantyne Golf Academy as the Academy Director. Theresa joined Sorfis in April 2021.
Email: theresa@sorfis.com
Phone: 704.312.2588
This letter is also available as a PDF, HERE. 2021 Annual Letter “In economics, you always want to ask, ‘And then what?’” —Warren Buffett If on January 1, 2020, someone had told you that the Read more…
This letter is also available as a PDF, HERE. January 26, 2021 2020 Annual Letter “It was the best of times, it was the worst of times, it was the age of wisdom, it was Read more…
One of Bill Gates’ favorite authors and teachers is Vaclav Smil, Distinguished Professor Emeritus in the Faculty of Environment at the University of Manitoba in Winnipeg, Manitoba, Canada. He’s written 41 books and a polymath Read more…