What We Offer

Financial & Tax Planning

Financial & Tax Planning

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.

Investment Management

Investment Management

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.

Retirement Planning

Retirement Planning

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.

Meet our Team

Joe Koster

Joe Koster

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

Theresa Pfiester

Theresa Pfiester

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

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Charles Schwab

Charles Schwab

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RightCapital

RightCapital

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Interactive Brokers

Interactive Brokers

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College Foundation of NC (529 Plan)

College Foundation of NC (529 Plan)

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College Advantage (Ohio 529 Plan)

College Advantage (Ohio 529 Plan)

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Blog

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…

Contact Us

For the quickest response, email Joe or Theresa directly:

Joe@sorfis.com

Theresa@sorfis.com

Or fill out the form to the right.

Contact Us