You are an investment manager. We make you better.

We are SOT Advisory. We give you the systems, knowledge management, and decision support tools to keep you maximally informed.

We take away distractions. Your investors need you focused on performance and risk management. Not paperwork.

Reinventing Small Asset Management Firms

At SOT Advisory, we specialize in revolutionizing how small asset management firms operate, bringing efficiency and innovation to your doorstep:

• Automation: Streamline your operations. Our solutions automate routine tasks, reducing manual errors and freeing up your team’s time for strategic decision-making.
• Efficiency: Enhance your firm’s productivity. We implement systems designed to make your workflows seamless and your processes lean.
• AI-Enhanced Portfolio Management: Leverage artificial intelligence to support – NOT REPLACE – portfolio managers. Our AI tools summarize data sources, unlock insights, enhance analytics, and automate administrative tasks. Investment professionals can focus on what they do best – managing assets effectively.
• Master the Universe: Track every market, sector, company and security in your target investment universe with precision. We set up frameworks for monitoring and analyzing investments, following up on triggers and decision points, ensuring comprehensive oversight which supports informed decision-making with nothing “slipping through the cracks”.

Why Choose SOT Advisory?

Choose us for a bespoke transformation of your asset management practice:

• In-depth understanding of the unique challenges faced by small firms.
• Tailored solutions that grow with your business.
• Proven track record in integrating cutting-edge technology with traditional investment strategies.
• And of course: Deep experience in Strategy, Ops & Technology.

Get In Touch

Ready to transform your firm? Contact us today for a consultation.