Investment: Viewpoint and Methodology



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Any recommendation we put to new or existing clients has already been added to the company’s portfolio. Our rigorous analysis, research and due diligence on each investment is then backed by our own commitment to the proposition.

The Sonoma portfolio is comprised of diverse, international holdings which are reflective of the board’s strategy and ethics. Whilst we hold firm to our investment philosophy, we will, when necessary, exit positions that are under performing or subject to economic or sector pressure. Continuously monitoring the markets and their driving factors is essential to portfolio performance and employing a pro-active as opposed to re-active approach is a principle across all aspects of Sonoma’s business.

Our typical account will look to hold in excessive of 20 equities with specific strategies and a similar amount of fixed income positions, however, each client’s objectives are different and depending on your risk tolerances, a discussion with your advisor will guide your strategy.


Need more information? Have a specific question in mind? No problem.

Send us some details and we will get right to it.

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