Sonora Investment Management Group LLC

Overview

Sonora Investment Management Group LLC is a private investment firm based in Tucson, Arizona, specializing in asset management and financial planning services. With over 35 years of experience, the firm manages over $1.5 billion in assets across 1,000 client households. Their advisory team focuses on professional asset management tailored to individual client goals and needs, emphasizing a fiduciary responsibility to prioritize clients' financial interests. The firm's proprietary investment research process involves both bottom-up and top-down analysis of U.S. registered equity and bond investments. This approach aims to provide customized portfolio management consistent with clients' goals and suitability. Sonora Investment Management Group LLC is committed to delivering an institutional approach to retail investing, continuously managing portfolios to adapt to changing economic conditions and investment landscapes. In December 2024, Sonora Investment Management Group LLC joined Focus Partners Wealth, adding approximately $2.4 billion in assets under management and expanding its client base and footprint in the U.S. Southwest. This partnership allows Sonora to access Focus Partners Wealth’s expanded suite of planning, tax, and investment services while streamlining operations, creating new opportunities for clients and teams within the broader Focus Partners network.

Investment Focus

• Accredited investors only

Portfolio Companies