Our core strength is long-term wealth planning. We manage client investment portfolios and work with those clients to develop a 360-degree picture of their finances, needs, goals, and plans for retirement.

We are a fiduciary that is required to act in the best interest of our clients. Stock and bond markets go up and down over time, and sometimes those moves can be significant. Clients trust us to manage their portfolios through the up and down cycles in a disciplined and consistent manner. 

We currently offer two investment strategies that serve as a basis for managing client portfolios and can customize those portfolios as needed or desired.

Meet our Team

Joe Koster

Financial Consultant & Portfolio Manager | Founder & Co-Owner

Joe began his investing career in 2005 as a Financial Analyst, and first became a Portfolio Manager in 2007. Before launching Sorfis Investments in January 2019, Joe was one of the Managing Members and Co-Portfolio Managers of Boyles Asset Management, worked for Chanticleer Holdings, Inc. (CHI) as an analyst, 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. He earned a Bachelor of Science Degree in Business Administration with a concentration in Finance from Coastal Carolina University, where he has also served on the Board of the Wall Fellows Program and the Finance and Economics Advisory Board. Joe is also the editor of the Value Investing World Newsletter.

Email: joe@sorfis.com | Phone: (440) 696-0130 x1

Theresa Pfiester

Client Service Manager | Co-Owner

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: (440) 696-0130 x2

About Our Name

Benjamin Franklin is one of our heroes. Back when Joe was first reading Franklin’s autobiography and learning about his Thirteen Virtues, he noticed that the first letters of virtues two through seven spelled SORFIS, which was both pronounceable and unique—and the origin of the name. And it should be noted that while the six virtues that spell SORFIS are all great traits for someone running an investment firm, the other seven are also plenty beneficial, if not more so, to both building a successful business and a good life.