Sorenson Impact Advisory

Overview

Sorenson Impact Advisory is an SEC-registered investment advisory firm dedicated to impact investing. The firm focuses on aligning clients' missions and values with their investment portfolios, aiming to generate market-rate returns alongside positive social and environmental outcomes. Their approach involves creating mission-aligned portfolios optimized for impact, monitoring performance, and measuring impact through regular investment meetings. The team comprises professionals with extensive experience in impact investing and wealth management, including co-founders Lauren Sercu and Lindsay Zizumbo, who emphasize a holistic approach to impact allocation by integrating philanthropic, catalytic, and market-rate capital to help clients achieve their impact goals. Sorenson Impact Advisory is part of the Sorenson Impact Group, a multidisciplinary investment platform that includes Sorenson Impact Funds, Sorenson Impact Foundation, and Sorenson Impact Institute, all working collectively to expand the market for impact through purposeful and distinct strategies within each organizational branch. The firm's mission is to drive innovative solutions to social and environmental challenges around the world and across the returns spectrum.

Investment Focus

• Strong returns alongside strong impact
• Mission-aligned portfolios
• Holistic approach to impact allocation