A complete list of active advisors currently associated with Sobora Capital

Warmer can help you find a great advisor at Sobora Capital or one who fits your needs even better.

SOBORA Capital provides non‑discretionary asset management, capital markets advisory, financial planning, and consulting services to a broad set of institutional and pooled clients as well as businesses, nonprofits, educational institutions, and government entities. The firm also offers ERISA plan advisory, private placement advisory, and project financing services targeted to businesses such as real estate developers, construction and engineering firms. Portfolios are managed under customized investment policy statements with rebalancing and trade execution conducted only with client approval; the firm uses fundamental, technical and cyclical analysis together with third‑party research and recognized benchmarks. SOBORA Capital also delivers one‑time and ongoing financial planning and consulting, conducts annual reviews, and provides participant education for retirement plans. The firm is affiliated with licensed real estate, mortgage and insurance businesses and may offer those services outside the advisory agreement; affiliated transactions can result in commissions for those non‑advisory services, though clients are not required to use them. SOBORA Capital’s practice is notable among peers for its emphasis on pension/ERISA consulting and participant education, its community outreach workshops offered at no cost, and its willingness to accept hourly and success‑driven arrangements for consulting and private‑placement or project‑finance engagements; the firm currently reports no assets under management.

To learn more about the advisors currently working at Sobora Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.