Sonora Investment Management is a boutique money management firm based in Phoenix and Tucson, Arizona. With over 35 years of experience, their advisory team specializes in professional asset management tailored to individual client goals and needs, managing over $1.5 billion in assets across 1000 client households.
Driven by a fiduciary responsibility, Sonora prioritizes their clients' financial interests and follows a transparent and conservative approach in their client interactions. Their proprietary investment research process focuses on bottom-up and top-down analysis of U.S. registered equity and bond investments, providing customized portfolio management consistent with clients' goals and suitability.
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