Atorie Advisors, LLC

Overview

Atorie Advisors, LLC is a small, fee-based registered investment adviser operating as an LLC that focuses on portfolio management for individuals and small businesses. The firm acts as a capital allocator and provides discretionary portfolio management while also engaging in selection of other advisers to fill out client portfolios. Its business model centers on building client portfolios from pooled public funds and selectively using external managers for specialist exposures. Atorie Advisors does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant adviser. Investment approach emphasizes using mutual funds and other public pooled vehicles as core building blocks, with external manager selection used to access strategies the firm does not run in-house. The advisory fee model is a percentage of assets under management, and given the firm’s scale and client base, portfolios are likely tailored to individual household objectives rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices