Sortino Advisory Partners

Sortino Advisory Partners, based in Louisville, KY, specializes in retirement plan consulting and wealth management services. The firm primarily serves plan sponsors, fiduciaries, and select families, focusing on improving financial outcomes for retirement plan participants while minimizing the time, risk, and expense associated with managing these plans. Sortino Advisory Partners operates within the financial advisory market, leveraging the expertise of certified professionals such as CIMA, CAIA, CFA, and CRPS. The business model revolves around providing fiduciary consulting services, including a comprehensive fiduciary assessment process in collaboration with CEFEX, which evaluates adherence to global fiduciary standards. This process not only identifies areas for improvement but also offers a competitive advantage through annual CEFEX certification. The firm generates revenue through consulting fees and wealth management services, ensuring compliance and strategic financial planning for its clients. Sortino Advisory Partners has chosen Raymond James for custody and clearing of client assets, benefiting from their strong reputation and stability in the investment industry.

Keywords: retirement, fiduciary, consulting, wealth management, financial planning, plan sponsors, CEFEX, compliance, risk management, Louisville