Putting Investors FIRST 

Sophia Orange Investment Advisors, LLC, Ladera Ranch, CA

Sophia Orange Investment Advisors, LLC provides independent and objective investment intelligence to the investment community concerning alternative and traditional investments. SOA aims to add value to the investment decision making process and ultimately the investor through its research reporting and custom service offerings. SOA aims to be a leader in alternative investment manager search, funds of hedge funds consulting, and corporate investment reporting.

SOA has the ability to add greater value to the investment decision making process through the utilization of analysts and consultants having specific industry expertise in a variety of industries as well as hedge fund strategies. SOA includes both a qualitative and quantitative approach to its research reporting and searching process concerning alternative and traditional investments.

SOA utilizes investment professionals chartered as either holders of the Chartered Financial Analyst (CFA) and/or the Chartered Alternative Investment Analyst (CAIA) designation(s); or those in the pursuit thereof.

To learn more about how SOA coverage and investment services can help meet your investment-related goals, contact us at www.sophiaorange.com

Corporate independent Research reporting Objectives

When preparing a research report not directly related to a specific portfolio or client, the research report is designed to achieve the following:

  • Establish a reasonable basis and representation

  • Facilitate judgment regarding the evaluation of relevant factors

  • Distinguish between fact and opinion

  • Indicate the basic characteristics of the investment

Benefits for the investment community in obtaining independent research coverage includes:

  • Increased awareness

  • Exposure and recognition

  • Liquidity

  • Trading volume

  • Shareholder value

Research coverage includes the following:

  • Initiation

  • Three quarterly updates

  • Press releases on major company announcements

We are looking for high-growth companies that need to gain the attention of Wall Street brokerage firms. We seek to establish long-term relationships with the investment community and maintain close contact with the management of companies under coverage. By performing in-depth analysis of  industry trends and companies', we are able to identify successful growth stocks in a timely manner. Our analysts work closely with our advisors to maintain close contact with our institutional client base.

Compensation for Services

The fee charged is structured as either a project-based fixed cost arrangement or an on-going, open-ended retainer arrangement.

Corporate Research Coverage Request

To inquire about our corporate research coverage or to secure an engagement, please contact us or email: