Sortino Investment Analytics

wealthtech-retailbig data analytics

FOUNDING YEAR: 2015
LOCATION: United States
Last Update: 08/09/2020

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About

Sortino Investment Advisors is a Robo start-up that applies PMPT to investment strategies Our needs based approach focuses on investors' future liabilities to develop asset allocation strategies to meet investment objectives in order to achieve financial goals. Our Portfolio Navigation approach systematically changes an investor's asset allocation strategy when market or personal financial circumstances arise.

Focus

PRODUCTS & SERVICES

Post Modern Portfolio Theory portfolio construction, needs based calculator, and Portfolio Navigation

REVENUE MODEL

Charge basis points for assets that use our models

INTELLECTUAL PROPERTY

Patent(s) NOT_FILED

Traction

REVENUE

$0 - $99k

REVENUE COMMENT:

We are a start-up firm working with an investment firm(La Salle Street Advisors) who has been in existence since 1975 would like to expand it's offering through a Robo Advisor platform

NUMBER OF TRANSACTIONS:

100.00

TRANSACTIONS VALUE:

$1 M

TRANSACTIONS COMMENT:

We currently advise on approximately 20mm in assets.

ACTIVE USERS:

Salt Creek Investors- 20mm

ACTIVE USERS COMMENT:

Recent DOL Fiduciary Rule forces advisors to meet certain onerous requirements. Our approach is exempt since we meet all of the DOL requirements

company provided insights

People

COMMENT:

Jim Kaffen is the founder of Sortino Investment analytics. Working with Dr. Frank Sortion,Dr Hal Forsey they developed the only optimizer in the world that can statistically verify if active managers can add value to an all passive portfolio. In addition as a team we developed what is referred to as Post Modern Portfolio Theory a behavioral financial approach to managing investors' portfolios. Ron Surz is the creator of the nine style boxes (value, centric, growth) that Morningstar incorporates into their style analysis research. However we are the only firm that uses centric, its own style category, in the construction of asset allocation strategies eliminating the potential for style driftt.

company provided insights

Momentum

FUNDED

NO

LISTED

NO

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Sortino Investment Analytics

About

Sortino Investment Advisors is a Robo start-up that applies PMPT to investment strategies Our needs based approach focuses on investors' future liabilities to develop asset allocation strategies to meet investment objectives in order to achieve financial goals. Our Portfolio Navigation approach systematically changes an investor's asset allocation strategy when market or personal financial circumstances arise.

Focus

PRODUCTS & SERVICES

Post Modern Portfolio Theory portfolio construction, needs based calculator, and Portfolio Navigation

REVENUE MODEL

Charge basis points for assets that use our models

PRODUCT DEVELOPMENT STAGE

COMMERCIAL LAUNCH

PRODUCT DEVELOPMENT COMMENT

Product is developed and is running live through Salt Creek Investors and RIA affiliated with La Salle Street Securities

KEY DIFFERENTIATORS

Only firm in the world that can statistically verify if active managers can add value to an all passive portfolio. PMPT process that develops asset allocation strategies in an asset/liability framework. Our Portfolio Navigation system systematically buys low/sells high securities populating the portfolio. Only firm in the world that can objectively analyze 1000's of investment options using the works of two Nobel prize winners, the 2006 recipient of the National Medal of Honor , and several other highly acclaimed academics.

PRIMARY CUSTOMER TYPE

Enterprise - Banks or Financial Institutions

Enterprise - Others

Consumer

PRODUCT ATTRIBUTES

Other

STRATEGIC CLIENTS AND PARTNERSHIP

La Salle Street Advisors : client

Traction

ANNUAL REVENUE:

$0 - $99k

REVENUE COMMENT:

We are a start-up firm working with an investment firm(La Salle Street Advisors) who has been in existence since 1975 would like to expand it's offering through a Robo Advisor platform

NUMBER OF TRANSACTIONS:

100.00

TRANSACTIONS VALUE:

1 M

TRANSACTIONS COMMENT:

We currently advise on approximately 20mm in assets.

ACTIVE USERS/ACCOUNTS:

Salt Creek Investors- 20mm Million

ACTIVE USERS COMMENT:

Recent DOL Fiduciary Rule forces advisors to meet certain onerous requirements. Our approach is exempt since we meet all of the DOL requirements

LIVE USERS/TRANSACTIONS:

Yes, in live production

How will you grow the number of users/accounts/transactions?

Through Salt Creek advisors we have access to approximately 8bn of AUM's

CHANNEL STATUS

CHANNEL SECURE

NUMBER OF CLIENTS OR PAYING CUSTOMERS

1

People

TEAM COMMENT:

Jim Kaffen is the founder of Sortino Investment analytics. Working with Dr. Frank Sortion,Dr Hal Forsey they developed the only optimizer in the world that can statistically verify if active managers can add value to an all passive portfolio. In addition as a team we developed what is referred to as Post Modern Portfolio Theory a behavioral financial approach to managing investors' portfolios. Ron Surz is the creator of the nine style boxes (value, centric, growth) that Morningstar incorporates into their style analysis research. However we are the only firm that uses centric, its own style category, in the construction of asset allocation strategies eliminating the potential for style driftt.

Momentum

FUNDED

YES

FUNDING COMPLETED

NO

LISTED

NO

FUNDING SERIES