Sonora Investment Management
Sonora Investment Management is an independently managed SEC registered investment adviser that has been providing customized asset management services to individual investors for over 35 years. With a focus on preservation of principal, competitive current yield, and potential asset growth, Sonora constructs tailored portfolios of individual equity and fixed income securities based on each client's goals and needs.
Using a proprietary investment approach and specializing in convertible bond investing, Sonora offers clients a risk-reward alternative to traditional equity and fixed income investments. With over $1.5 billion in assets under management, Sonora Investment Management is committed to delivering an institutional approach to retail investing and continuously managing portfolios to adapt to changing economic conditions and investment landscapes.
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