Let Us Take Your Investments to Higher Grounds
Proactive advice that keeps you informed and with a proactive service from your dedicated Investment Counselor, will keep you up to date on any important changes in your account. Our goal is to help you understand exactly what is going on in your account and the best way to higher results.
We take the time to understand your individual financial goals and needs and build a tailored portfolio to help you meet objectives that may warrant portfolio strategy and results.
We see clients who were sold annuities that don’t support their financial goals. Often there’s a better way. We will review your annuity contract in detail to help you determine whether or not it’s right for you.
SONAN Investments does not sell high-commission investment products and instead focuses on providing you a personalized, easy-to-follow financial plan.
Trusted by Clients Worldwide*
SONAN Investments is an independent investment adviser currently managing $188 billion for individuals, families and institutions around the world.** For over 26 years, we've helped clients work toward their financial goals. We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.
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A NEW AGE with a high return.
Precious metals are often viewed by investors as a “safe-haven” investment.
By including precious metals in your investment portfolio, you increase diversification. This can help reduce losses when other asset classes, like stocks, property and currencies, fall in value.
For example, between October 9, 2007, and March 9, 2009, the S&P 500 - often used to represent the US equity market - fell 56.8%. Over the same period, gold increased by 25.5%.
Holding a diversified portfolio is an excellent way to both grow and preserve your wealth.