A complete list of active advisors currently associated with Sorfis Investments, LLC
Warmer can help you find a great advisor at Sorfis Investments, LLC or one who fits your needs even better.
Sorfis Investments, LLC provides discretionary and non-discretionary portfolio management and related financial planning to individuals, high‑net‑worth individuals, and institutions. The firm reports $31,885,996 in discretionary assets and $3,343,016 in non‑discretionary assets (December 2025) and manages client accounts with documented investment policy statements and risk questionnaires. Sorfis employs cyclical and fundamental analysis and places clients into one of two core strategies: a Diversified Strategy that emphasizes ETFs, equities and fixed income with attention to tax efficiency, and an Absolute Return Strategy that sets allocations based on valuation and focuses on individual domestic and international stocks and ETFs. The Absolute Return approach explicitly aims to outperform or match the S&P 500 with lower risk and may hold substantial cash when the firm does not find attractive investment opportunities. The brochure highlights performance‑related objectives tied to benchmark outperformance and describes a Value InvestingWorld newsletter the firm operates, which together suggest the firm communicates performance and research to clients and subscribers. Sorfis also requires use of Interactive Brokers or Charles Schwab Advisor Services as custodians and discloses potential receipt of research and other soft‑dollar benefits from custodians, which it considers when selecting broker‑dealers.
To learn more about the advisors currently working at Sorfis Investments, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 3
| |
Chardon, OH
| 8
|
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