Sophis Investments LLC provides strategic advisory and investment management services.
Our strategic advisory division works with both private and public companies, as well as their directors, officers and shareholders, to navigate complex business situations; identify, structure, negotiate and execute financial or strategic transactions; resolve challenging problems and manage sensitive issues.
Our investment management division is a fiduciary managing discretionary capital for institutional and individual investors. We are absolute-return oriented, seeking to deliver superior and consistent capital appreciation in varying market conditions. We concentrate on identifying what we perceive to be high-conviction investments demonstrating in our view exceptionally-compelling risk-reward characteristics, long/short and across asset classes. When necessary, we may implement activist strategies to maximize the value of our portfolio investments.
The experience and intuition of our people differentiate our ability to generate an edge in our dealings.