Sonora Investment Management
Sonora Investment Management Group, LLC, d/b/a Sonora Investment Management is an SEC registered investment advisory firm based in Tucson, Arizona founded in 1986. Sonora Investment Sonora Investment Management is a wholly owned subsidiary of Focus Financial, a publicly traded firm. Sonora Investment Management offers portfolio management services, including financial analysis, asset allocation and portfolio monitoring for retail clients.
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Recent News & Articles
Younger banking customers are making a decided move away from megabanks like Bank of America, JPMorgan Chase, and Wells Fargo for digital banks and fintechs like Chime, PayPal, and Square, according to research done by Cornerstone Advisors.
401(k) provider Fidelity aid it would give 23,000 employers the option to have employees add bitcoin and other crypto assets to their retirement savings.
Surveys report investors, institutions and Wealth Managers are warming to holding bitcoin and other cryptocurrencies in their portfolios, but limitations remain.
Wealth management giant Envestnet has acquired business intelligence provider Truelytics, the company announced today. Truelytics offers a software as a service (SaaS) digital platform based on performance data and proprietary banking and investment formulas.