Sorenson Impact Advisory

Sorenson Impact Advisory is an investment advisory firm located in Salt Lake City, Utah, that specializes in creating market-rate impact investment portfolios for mission-aligned investors. The firm helps clients design customized investment and impact strategies tailored to their individual return objectives, risk tolerance, and social or environmental impact goals. Depending on these goals, Sorenson Impact Advisory recommends a mix of public securities, private investments, and third-party managers across various asset classes. The firm manages both discretionary and non-discretionary accounts for high-net-worth individuals, family offices, foundations, trusts, and endowments, ensuring that portfolios reflect each client's unique values while pursuing risk-adjusted financial returns.