Essential Returns Objective Revenue

Investment Management • • 1-10 Employees

Essential Returns Objective revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Essential Returns Objective

Jim Kaffen

President

Company overview

Headquarters	XX
Website	essentialreturns.com
NAICS	5231
Founded	2007
Employees	1-10

Essential Returns Objective Email Formats

Essential Returns Objective uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@essentialreturns.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@essentialreturns.com	100%

About Essential Returns Objective

At ERO, we offer a comprehensive suite of services designed to help fiduciaries and participants achieve their retirement goals through innovative and effective strategies. The Essential Returns Objective (ERO) framework established by Frank Sortino’s methodology redefines portfolio construction and management through an overhaul of its constructs. It challenges Modern Portfolio Theory's mean-variance approach by emphasizing downside deviation, upside potential, and ERO-Alpha for more precise risk assessment. Additionally, it utilizes adaptive internal rate of return (IRR) calculations to reassess the participant’s goal and applies style-pure indices and bootstrapping to robustly assess manager performance. Together, these measures aim to deliver consistently superior outcomes. Our services include: 1. Collaboration with Current Plan Advisors ❖ Target Rate Funds Construction: We work closely with your current plan advisors to construct Target Rate Funds using your existing lineup of investment options. Our approach ensures allocations are tailored to the specific needs of participants, and periodically optimized ensuring expected returns meet future liabilities. 2. Outsourced Chief Investment Officer (OCIO) Services ❖ Plan Asset Management: Acting as an OCIO, ERO provides expert management of your plan assets. We utilize our advanced forecasting technology and academic insights to navigate complex markets, ensuring your plan is aligned with both fiduciary standards and participants' retirement goals. 3. Hybrid Defined Benefit Plan Creation ❖ Plan Transformation: We can assist in transforming your current defined contribution plan into a hybrid defined benefit plan. This hybrid approach aims to combine the flexibility and participant control of a defined contribution plan with some of the structured benefits of a defined benefit plan. Essential Returns Objective (ERO) was founded as Sortino Investment Advisors in 2007.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Essential Returns Objective has never raised funding before.

Frequently asked questions

Essential Returns Objective is located in XX.

Essential Returns Objective generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Essential Returns Objective has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Essential Returns Objective was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Essential Returns Objective has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Essential Returns Objective

Jim Kaffen

President

4.8

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