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  • Our Philosopy

    "Through the advances of
    Post-Modern Portfolio Theory
    and our original research,
    we have come to a deeper
    understanding of what is
    essential to investors in
    achieving their financial goals.
    As a result, we help investors
    to map their investment success
    objectively and reliably."

    Dr. Frank Sortino,
    Innovator of
    Desired Target Return® (DTR)

  • What is
    Sortino DTR® Navigator?

    Sortino DTR® Navigator is a complete investment program that provides an innovative plan participant advisory service.

    It can be used for all types of defined contribution retirement investment accounts ranging from employer sponsored 401(k) plans to individual IRA rollover accounts.

    What is
    Sortino DTR® Navigator?

    Sortino DTR® Navigator is a complete
    investment program that provides
    an innovative plan participant
    advisory service.

    Find out more by watching the short
    video introduction.

  • Portfolio Navigation
    Case Study

    This case study illustrates how Portfolio Navigation would manage a 55 year old investor's account during the financial crisis of 2007 to 2011.

    Portfolio Navigation
    Case Study

    This case study illustrates Sortino
    DTR® Navigator's Portfolio Navigation
    methodology in action during the
    worse stock market environment
    of modern time.

Sortino Investment Advisors, LLC

61 Politzer Drive
Menlo Park, CA 94025
USA

Phone: (949) 481-5051
Fax: (949) 481-5959
info@sortinodtr.com


Partnering with Experts

We work with Consultants, Financial Advisors and Plan Sponsors to implement our investment programs. Our Collective Investment Funds and Managed Accounts are available on several custodian and record keeper platforms.

If you would like to bring SIA services and products into your practice for the benefit of your clients please do not hesitate to contact us.

Getting Started

Want to start offering SIA products and services to your clients?

Please visit our contact page and ask us to contact you.