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Our Mission

We work with dedicated professionals who care about your well-being, it can give you confidence and peace of mind.
Our culture supports our commitment to provide unparalleled service that puts clients’ interests first.

Putting Clients First

We do things differently from other investment firms—not just to be different, but because it matters for our clients.


We designed our entire business to minimize conflicts of interest.


We have a strong division of labor between our sales and service roles, allowing employees in each role to focus on their strengths.


At Sonan, our client service focuses entirely on providing superior service, not additional sales.

This clear focus on servicing our clients is what makes Fisher a better place to work, too.

Everyone is welcome at Sonan Investments.


We value diverse perspectives and encourage innovation and forward thinking.


We seek those who aren’t afraid to try something different and are open to considering new processes and approaches. That’s why we hire people from different backgrounds, with different points of view, and why 60% of our senior executive vice presidents are women and report directly to the CEO.

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Experienced Leadership

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