SORFIS INVESTMENTS, LLC

Overview

Sorfis Investments, LLC is a small, fee-based advisory firm that concentrates on discretionary portfolio management for individual and family clients and small businesses, with a limited institutional footprint. The firm charges a percentage-of-AUM fee and shows a clear tilt toward fixed-income management, with U.S. government bonds identified as the single largest asset type in client portfolios. Sorfis is not an active ESG investor and operates primarily within a single state jurisdiction. Its business model emphasizes traditional wealth-management services rather than broad capital allocation or pension consulting.

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Investments & Alternatives

Location & Offices