Investment

• Investment Management
  Sonora Investment Management is a boutique money management firm, whose advisory team has been working together since 1986. Sonora Investment Management has been a Focus partner firm since 2021. Managing over $1.5 billion in assets as of January 2023, across 1000+ client households, with offices in Phoenix and Tucson, Arizona. With over 35 years of investment experience, the advisory team at Sonora specializes in professional asset management tailored to individual client goals and needs. Our proprietary investment research process focuses on bottom-up and top-down analysis on U.S. registered equity and bond investments.

Accounting

• Accounting Services

Planning

• Financial Planning
• Retirement Planning
• Asset Management