Investment Process

Sonora Investment Management focuses on investing in U.S.-listed debt and equity of companies that generate cash flow. We favor equity investments in companies with dominant and growing businesses, significant competitive advantages, growing dividends, and sustainable business models. Our primary investment objective for most investors continues to be preservation of principal, a competitive income yield, and the potential for growth.


  • Sonora invests in individual equity and fixed income securities for clients.
  • Customized portfolios are constructed based on suitability for each client.
  • Asset allocation and the appropriate balance of income and growth are determined from clients interaction.
  • We take a bottoms up approach to valuation by assessing each company’s ability to generate free cash flow, balance sheet strength, competitive position and potential for growth.
  • The firm does not invest in derivative securities, options/futures or insurance products.