Sorsby Financial  Provides the Following Services:

  • Retirement Planning
  • Estate Planning
  • Portfolio Construction & Management
  • Asset Allocation

Sorsby Financial Provides Investment Management For:

  • Individual & Joint Accounts
  • Trusts
  • Individual IRAs
  • Pension Funds
  • Profit Sharing Plans
  • 401K Plans
  • College Savings Plans


We construct and monitor portfolios for our clients based on their objectives and risk tolerance to achieve the best possible return. We do this by constantly monitoring over 1600 investment managers to identify those that are most successful. We then utilize these managers for your portfolio to optimize your return. Accounts are reviewed on an ongoing basis to identify poorly performing investment managers and to add funds to those that are excelling.

Sorsby Financial manages a hedge fund for qualified investors.

Contact Us

Tel: (312) 751-0469
Fax: (312) 751-8125

100 East Huron St.
Suite 3503
Chicago, IL 60611