Sonoma West Advisors

Sonoma West Advisors provides investment management and related financial advisory services to high‑net‑worth individuals, families, associated trusts, charitable organizations and corporate clients. The firm offers discretionary and non‑discretionary portfolio management, consulting, and select financial planning elements such as tax and estate planning support.

The firm follows a long‑term, diversified investment approach, typically allocating client assets to no‑load mutual funds, ETFs, separate account managers and, where appropriate, individual equities, fixed income, closed‑end funds, and private investments; it may use option writing in certain client strategies. Sonoma West combines internal and third‑party research, monitors accounts on a weekly basis, and uses institutional custody and reporting platforms (including Schwab Institutional and an Envestnet client portal) for trade execution and client reporting.

What distinguishes Sonoma West from many peers is the concentration of assets under a very small advisory team: the firm manages roughly $256 million with a single primary advisor, producing an unusually high AUM‑per‑advisor and a relatively small, concentrated client base focused on larger relationships rather than retail/non‑HNW accounts. The firm does not charge performance‑based fees, recently rebranded from DTS Group, and generally leaves proxy voting decisions to clients.