Sorfis Investments, LLC

Sorfis Investments provides investment management services with a focus on long-term growth. They offer both discretionary and non-discretionary portfolio management. Sorfis primarily invests in equities, non-U.S. equities, fixed income securities, ETFs, mutual funds, and treasury inflation protected/inflation linked bonds. They offer customized advice centered around a Diversified Strategy and an Absolute Return Strategy. Clients can impose restrictions on investments, but Sorfis reserves the right to end the relationship if restrictions prevent them from properly servicing the account.