Sortino Advisory Partners LLC is an independent registered investment adviser based in Louisville, KY. Founded in 2014, the firm is dedicated to serving investors and fiduciaries with academic integrity, transparency, and undivided loyalty. With over $180 million in Family Wealth regulatory assets under management and over $150 million in Fiduciary Consulting assets, Sortino Advisory Partners has grown to serve over 130 families and more than 7,000 retirement plan participants. The firm's investment professionals have an average of 18 years of experience and hold the industry's highest credentials, providing clients with a fiduciary standard of care and a focus on their welfare.
Sortino Advisory Partners' approach to managing investments is influenced by the work of Dr. Frank Sortino, one of the fathers of modern finance and the architect of Post-Modern Portfolio Theory. The firm shares Dr. Sortino's investor-focused values and philosophy, which defines the primary risk for investors as the risk of not achieving the returns needed to fund their financial goals. Sortino Advisory Partners believes in providing un-conflicted advice, transparency in fees and expenses, and an academic approach to investing. The firm's commitment to these principles aims to improve financial outcomes for investors and ensure they can retire with financial dignity.
Generated from the website