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At Sonora, our investment approach is simple. We meet with you, the prospective client, to discuss your financial goals. Together we will assess your risk tolerance and cash flow needs to come to the right asset allocation. Our clients can be at ease knowing investments are monitored daily and clients’ accounts are reviewed quarterly. As your needs change, your portfolio will be modified accordingly.
What sets us apart?
We keep our costs low. Our goal is to enable the preservation of wealth. We maintain a low cost fee structure that is based on a percentage of assets under management.
We do the research so you don’t have to. After our thorough in-house research, we hand pick each investment to suit your long term portfolio objectives.
All assets under our management are held by a third party custodian. This has been our policy since inception. Clients’ trust and confidence are always our main objectives.
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