• Sonora Investment Management is an independently managed SEC registered investment adviser, whose advisory team has been working together since 1986. Sonora has been a Focus partner firm since 2021.
• The firm manages investment portfolios for individuals, trusts, pension funds, and corporations.
• The firm constructs customized portfolios of individual equity and fixed income securities based on the goals and needs of each client. Depending on suitability, portfolios can range from a short-term fixed income approach to a long-term equity emphasis.
• Sonora Investment Management currently manages over $1.5 billion in assets as of 2023.

For over 35 years, the advisory team at Sonora Investment Management has provided individual investors with customized asset management. Delivering an internally driven research process that invests only in U.S. listed individual securities, Sonora Investment Management delivers to clients an institutional approach to retail investing. Sonora maintains physical offices in Phoenix and Tucson, Arizona. Sonora Investment Management uses a proprietary investment approach to both equities and fixed income. A historical specialization in convertible bond investing has allowed the Sonora advisory team to offer clients a risk/reward alternative to investing in both equities and fixed income. Preservation of principal, competitive current yield, and the potential for asset growth best characterize Sonora’s investment philosophy for our clients.

Each client portfolio is constructed based on individual investment requirements and suitability. The upfront determination of investment goals and needs is critical in the process of building effective customized portfolios. Further, Sonora Investment Management continuously manages portfolios as economic conditions and investment landscapes evolve while maintaining client suitability.

Sonora Investment Management earns revenue from investment management fees. Sonora is not a broker/dealer and does not inventory or custody securities.