Sorenson Impact Advisory

Overview

Sorenson Impact Advisory is an independent LLC that provides advisory services to both high-net-worth individuals/families and institutional clients. The firm is registered with the SEC (registered in 2023) and operates as a capital allocator and manager-of-managers, offering portfolio management for individuals/small businesses and for businesses or institutions while also selecting third-party advisers for client allocations. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm identifies as an active ESG investor, indicating environmental, social, and governance considerations are incorporated into investment decision-making.

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Location & Offices