A complete list of active advisors currently associated with Sonata Capital Group Inc

Warmer can help you find a great advisor at Sonata Capital Group Inc or one who fits your needs even better.

Sonata provides discretionary portfolio management and related financial planning guidance to individuals, high-net-worth individuals, trusts, charitable institutions, foundations, and endowments. The firm establishes client guidelines at the outset, monitors them over time, and coordinates with clients’ estate planning attorneys and tax professionals as part of its advisory process. Sonata’s primary investment strategy is asset allocation, using both fundamental and technical analysis to allocate among equities, fixed income, and cash based on a client’s time horizon and risk tolerance. The firm includes options contracts among its permissible securities and uses derivatives within separately managed accounts, a practice that is relatively uncommon among peer team firms. Managing roughly $360.7 million in discretionary assets for about 192 clients with a small advisory team, Sonata maintains daily portfolio pricing to support monitoring and delivers monthly or quarterly written reports. The firm may execute fixed-income trades away from its primary custodian when inventory considerations make that advantageous and also consults a modestly compensated network of industry “Ambassadors” for specialized, real-situation analysis.

To learn more about the advisors currently working at Sonata Capital Group Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.