Investment Overview

We believe there can be no successful relationship in our business without the trust of our clients, and to that end we strive to match our investment strategies to their goals and comfort levels.  For many, income is of primary concern, with growth of principal a secondary objective. For others, preservation of capital may be the most important goal.  Time of life is also a factor, since investment strategies for far-away retirement may vary greatly from those for present-day income.  Whatever your personal goals and requirements may be, we will work with you to develop an investment plan that suits your needs.

Our investment process is simple.  As a new client, you are encouraged to first meet with us for an extensive interview and evaluation of your financial situation, and to identify investment goals, objectives, and risk tolerances, etc.  After careful evaluation, we outline a suggested course of action and create a portfolio of common stocks, for growth, or convertible bonds and preferred stocks for income, or some combination of both. 

At Sonora, asset management is an ongoing process.  We monitor all investments daily and review each client’s account quarterly.  We make adjustments given changes in investment objectives, risk preferences, or market conditions.  You receive quarterly reports that detail your holdings and measure investment returns.  We encourage our clients to call when they have questions or if their financial picture has changed.  Our objective is always to preserve, as well as increase, your financial assets.