Premia Global Advisors offers you "A Wealth of Advice."
Our experienced team is committed to providing you with excellent service as we work closely with you to build a financial plan to define and achieve your financial goals.
You will find our personalized advice to be objective and valuable, and our knowledge to be deep and current with cutting edge solutions.
Please play a short introduction to Premia Global Advisors located in Coral Gables, FL.
What now? – Our thoughts going forward.
Premia’s Founder, Miguel Sosa, discusses our current thinking and portfolio positioning.
April 11, 2022
¿Ahora Que? – Nuestras opiniones para el futuro
Nuestro fundador, Miguel Sosa, analiza nuestro pensamiento actual y el posicionamiento de nuestras carteras.
April 11, 2022
February Update: Our Expectations for 2022
In this month’s commentary, we discuss our expectations for the year 2022 and the impact inflation will have on the economy.
February 16, 2022
Actualización de Febrero: Nuestras expectativas para 2022
En el comentario de este mes, discutimos nuestras expectativas para el año 2022 y el impacto que la inflación tendrá en la economía.
February 15, 2022
Comentarios de fin de año: Manteniéndose enfocado en sus objetivos.
Este mes proveemos nuestras opiniones sobre el cuatro trimestre y porque los inversionistas deben de mantenerse enfocados en sus metas.
October 19, 2021
Year End Comment: Staying Focused on Your Goals.
In this month’s commentary, we discuss our thoughts on the last quarter along with why investors should be focused on their goals.
October 19, 2021
September Market Review: Do you need a second opinion?
In this month’s commentary, we discuss our thoughts and concerns along with how we have been helping investors with our second opinion.
September 21, 2021
What Worked In The Past, May Not Work In The Future!
In this months commentary, we discuss our comments on alternative investments.
August 24, 2021
Facts over Emotions, Quality over Speculation.
In this months commentary, Miguel Sosa, CIMA® discusses staying focused on the facts and investing in quality now.
We hope you find this video useful and valuable.
Please share it with your friends and family!
July 28, 2021
Our Current Views Of The Market and How We're Managing Portfolios
In this months commentary, Miguel discusses our current views of the market and how we're managing portfolios, taking into consideration inflation pressures, and market volatility.
We hope you find this video useful and valuable.
Please share it with your friends and family.
June 17, 2021
May Update: Wrapping up the 1st Quarter of 2021
In this month's market commentary, Miguel Sosa reflects on the first quarter of 2021 and gives his thoughts on how the markets will perform in the coming quarters.
We hope you find this video useful and valuable.
Please share it with your friends and family.
May 19, 2021
February Update: Celebrating 5 years of independence and what we are seeing today.
In this months market commentary, Miguel Sosa discusses celebrating 5 years of independence along with our thoughts on what we are seeing today.
We hope you find this video useful and valuable. Please share it with your friends and family.
February 16, 2021
October Update:
Our 4th Quarter Outlook
October 19, 2020
September Update:
ESG Investing & How Premia Can Help
September 17, 2020
Premia Global Advisors – Working with Offshore Clients
January 01, 2020
ESG Investing
ESG Investing
September 30, 2019
International Video Series
Miguel Sosa on Review Calls
June 24, 2019
International Video Series
Miguel Sosa on Account Structures
June 24, 2019
International Video Series
Miguel Sosa on Estate Planning for International Clients
June 19, 2019
Advantages of an income producing portfolio
Advantages of an income producing portfolio
June 03, 2019
Business Cycles Matter
Miguel Sosa on the importance of global business cycles
January 28, 2019
Values Based Investing
Premia Global Advisors Discusses Values Based Investing
November 16, 2017
PGA ESG Video
PGA ESG Video
September 19, 2017
Introduction
Our priority is to deliver independent and innovative advice to our clients.
Premia Global Advisors is committed to being a valuable advisor throughout your journey. From building upon your wealth to optimizing your financial plan to sustaining your legacy, we work with you to construct a goals-based strategy that encompasses your current lifestyle desires and your future financial needs.
Premia Global Advisors was founded by Miguel Sosa, who has spent more than 30 years working with families and institutions to address a full range of financial challenges as their Financial Advisor. His success and experience drive Premia Global Advisors’ focus on elite-level service and in-depth customization through strategic partnerships. Using detailed knowledge about the financial and investment industry, the Premia team spends significant time with clients and their families to discuss priorities and, most importantly, their values. This information is used to craft customized solutions and financial plans that at once allay your concerns while maximizing the opportunity to achieve your objectives.
At Premia Global Advisors, we spend a significant amount of time with clients to discuss their priorities: Family, details and goals, their concerns and how that plays a role in their long term plans, and their outside activities and other passions. And most importantly, their values.
Individuals & Families
Our priority is to help you find ways to live a rich life.
Wealthy individuals and their families turn to Premia Global Advisors as a trusted source for managing the complexities of their livelihoods and legacies.
As experienced professionals with high standards for discretion and integrity, Premia develops an intimate knowledge of each client’s needs. This often involves multi-jurisdictional solutions for our international clients. And it often involves multi-generational planning for our clients looking to create an enduring legacy, ensure the future prosperity of their families, and preserve the values that guide them.
As our client, you will benefit from a comprehensive, systematic review of the profile you choose to share with our team. We then create a customized financial plan and investment portfolio to properly balance your objectives and risk tolerance. We present our ideas in a concise and thorough manner to assure your complete comfort with your model. Premia conducts and shares with you a regular performance review of your portfolio, analyzing and reporting on results, and offering recommendations to enhance the investment portfolio as needed.
Institutional Clients
Premia adapts to the ever-changing needs of the financial world.
Premia’s team has longstanding experience working with institutional clients and their particular set of complex needs within the wealth arena.
From offshore entities to global players with interests in multiple geographies, institutional investors can turn to Premia as a resourceful partner who seeks to anticipate the challenges faced by cross-border investing and finance.
The Premia team is proficient in helping institutional clients define their objectives and plot a course of action that is both strategic in its long-range objective and tactical in delivering immediate advantages. Whether your need is a large-scale initiative, such as identifying an optimal investment program for your corporate pension plan, or a niche investment opportunity requiring discretion and confidentiality, Premia’s experience and expertise position the firm to be a valuable partner for your financial activities.
Our Leadership
Miguel Sosa, CIMA®
Founding Partner
Previously, Mr. Sosa worked at Merrill Lynch for more than 30 years, most recently in its Private Banking and Investment Group, where he obtained his Global Institutional Consulting (GIC) Designation and served as a qualified Portfolio Manager. He was a member of the firm’s Advisory Council to Management from 2002 to 2005. Recently, Mr. Sosa served as a panelist on the Managing Investments in a Volatile, Low-Yield Environment session at the Global Private Wealth Summit, New York, April 2017.
Prior to joining Merrill Lynch, Mr. Sosa was a member of the U.S. Air Force. During his time of service, he received two Air Force Commendation medals.
He earned his B.A. from the University of Maryland. He holds the Certified Investment Management Analyst® (CIMA®) designation.
Mr. Sosa is an active member of his local community. He currently serves on the board of the Archdiocese of Miami Catholic Community Foundation and is a member of its Investment Committee. Previously he served on the Board of Trustees of St. Philip’s Episcopal School for six years and was its Chairman for three. He also served as a board member for a local hospital, Pan American. He is past President of the local chapter of Legatus, a Catholic lay organization of business leaders in the South Florida community.
Mr. Sosa has a passion for fishing and has fished some of the best waters in the North and South America.
He and his wife, Sadie, have three children, Alex, Katina and Jacqueline.
Email:
Eddy Park
Client Relationship Manager
Eddy began his career in marketing and advertising. He worked in New York City for five years before launching his own import/export business, which he directed for ten years. Eddy earned a B.A. in Economics and a B.A. in English from the University of Pennsylvania.
Eddy lives in Doral, Florida. He is a motorcycling enthusiast, and an avid golf and basketball fan.
Email:
Daniel Rosales, CIMA®
Financial Planning Manager
Daniel began his career in engineering with Enel Distribution in Lima-Peru. He then moved to Boston where he joined Natixis Global Asset Management as an investment consultant, before relocating to Miami as Managing Regional Director for the distribution of Offshore Funds.
Daniel earned a bachelor’s degree in Electronic Engineering from Universidad Ricardo Palma in Lima-Peru. He also holds the Certified Investment Management Analyst® designation.
He lives in Coral Gables with his wife Veronica and their son Ian Daniel. He enjoys reading, playing tennis and running.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Email:
Vivian Velazquez
Risk, Ethics, and Compliance Advisor
She is a former SEC Branch Chief and senior NASD (now FINRA) Field Supervisor/Examiner. She previously held a key compliance role at a large insurance company in New York. She began her career as a registered representative. Ms. Velazquez is a Wharton School of Business Certified Regulatory and Compliance Professional (CRCP) and holds a B.B.A. in International Finance and Marketing from the University of Miami in Coral Gables, Florida.
Email:
Scott Welch
CIO – Model Portfolios, Wisdom Tree
Scott was formerly the Chief Investment Officer and Chair of the Investment Committee at Dynasty Financial Partners. Prior to joining Dynasty, Scott was a Co-Founder and former Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research, technology, and practice management solutions to RIAs and banks that targeted high net worth investors.
Prior to joining Fortigent and its predecessor RIA Lydian Wealth Management in 1998, Scott spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives. He is a frequent speaker on the topics of wealth management, portfolio management, and the macroeconomic and investment landscapes, and he is an award-winning author of numerous articles that have appeared in a variety of industry trade journals.
Scott holds the Certified Investment Management Analyst (CIMA®) designation and earned the Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investments & Wealth Institute (IWI). Management.
He sits on the Board of Directors of the IWI, the Advisory Board of the ABA Wealth Management & Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IWI Investments & Wealth Monitor. Scott earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at Amherst.
Email:
Nicholas Alvarez
Client Service Advisor
Nicholas earned a B.A. in Organizational Communications and a minor in Social Media Marketing from Florida International University. Nicholas lives in Pinecrest, Florida. He spends his weekends mentoring kids at the YMCA and his favorite season of the year is football season.
Email:
Our Process
Global 360 F.O.R.M.ula
Our process integrates wealth, debt, liquidity, cash flow, and estate management, together with financial planning. Each plan is unique. We spend time to understand and discover what your individual goals and desires are. We then design a customized program tailored to those needs, and through our proprietary process we can deploy your individual plan. Through constant adjustment and monitoring of critical life and financial events, we keep your plan on track.
The Global 360 F.O.R.M.ula process focuses on the “Three Ds”:
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• Discovery - What do you want to accomplish? - What is important to you? • Design - How will we get you there? - What services are the best fit for you? • Deploy - Financial and legacy planning - Product and risk assessment and fit - Ongoing, and continuous service - Building a lasting relationship |
We have also learned that we cannot be all things to all people, nor do we expect to be. We focus on a very specific FIT process that allows us to serve those clients for whom we are most suited for. Our Ideal clients are primarily successful families, executives, business owners and professionals, many of whom are striving to secure investment legacies, ensure income strategies that will secure comfortable active retirement or achieve a work optional lifestyle.
Premia Global Advisors and the Global 360 F.O.R.M.ula follow our proven process to help you achieve your goal of financial independence.
News/Commentary
Market Week: May 23, 2022
In another volatile week of trading, stocks fell for the seventh consecutive week. A late-day surge last Friday kept the S&P 500 out of bear territory, but not enough to keep it out of the red for the week.
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Market Review: May 16, 2022
Despite a late-week rally, stocks closed last week lower, extending the market's streak of losses to six consecutive weeks. In what proved to be a very choppy week of trading, each of the benchmark indexes lost value, led by the Nasdaq, which is down over 24.0% so far this year.
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Market Review: May 9, 2022
Stocks ended last week lower, marking the fifth consecutive week of losses. Despite suggestions from Federal Reserve Chair Jerome Powell that the central bank is not likely to raise interest rates by 75 basis points, stubbornly high inflation has set the Fed on a path of quantitative tightening and interest-rate advances that presents a risk to economic growth.
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Market Month Review: April 2022
April saw rising COVID cases in China prompt the shutdown of some of its biggest cities, causing global supply-chain issues. The ongoing war in Ukraine continues to exacerbate pressure on food and energy prices.
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Market Review: May 2, 2022
The markets seemed to react with fear last week. The major indexes fell, with about 90% of S&P 500 stocks losing ground and every major market sector closing in the red.
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Market Week: April 25, 2022
Wall Street closed lower last week as investors weighed mixed earnings data against increased certainty of aggressive interest rate hikes by the Federal Reserve.
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5 Key Questions For Advisors Who Work With Offshore Clients
Americans living abroad and non-U.S. residents with stateside investments likely have different wealth management needs and priorities than most U.S.-based advisory clients.
read more
Advising Clients Who Choose To Live Outside The US
Just because a client wants to live somewhere doesn't mean they really should. The number of Americans living abroad is rising.
read more
Market Week: April 18, 2022
Stocks ended last week mostly lower. Each of the benchmark indexes listed here closed down during the holiday-shortened week, as Wall Street was closed in observance of Good Friday.
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How To Make It In International Wealth Management
I’ve been in the industry for close to 40 years and, over that time, gained experience both as an employee and as an independent. There have been some bumps along the road, but I still remember the day I got my first role as an international advisor at Merrill Lynch. This is what I wished I’d been told when I started out in the business.
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Market Week: April 11, 2022
Stocks lost value last week as each of the benchmark indexes listed here finished lower. The Nasdaq and the Russell 2000 were hit the hardest, followed by the Global Dow, the S&P 500, and the Dow
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Market Week: April 4, 2022
Stocks closed generally higher last week, with only the Dow failing to post a gain. As has been the case since the end of February, investors have had to weigh the impact of the Russia-Ukraine war on the economy in general and inflation in particular.
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Quarterly Market Review: January-March 2022
Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation,
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Market Review: March 28, 2022
Wall Street closed higher for the second consecutive week, despite several days where stock values seesawed. The tech-heavy Nasdaq led the gainers, followed by the S&P 500, the Global Dow, and the Dow.
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Market Review: March 21, 2022
Wall Street rebounded last week, enjoying its best weekly performance since November 2020. The Nasdaq advanced more than 8.0% as tech shares climbed higher. The S&P 500 rose more than 6.0%, posting its first weekly gain in three weeks.
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Market Review: March 14, 2022
Each of the benchmark indexes listed here closed lower for the second straight week. The war in Ukraine continued, with Ukraine's top diplomat indicating he saw no progress in talks with Russia.
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Market Review : March 7, 2022
Wall Street was hit hard last week as traders moved from stocks to bonds and gold. Each of the benchmark indexes listed here lost value, with the Global Dow dropping more than 4.0% and the Nasdaq declining nearly 3.0%.
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Market Month Review: February 2022
Wall Street opened the month on a high note, with each of the benchmark indexes advancing. A stronger-than-expected jobs report and solid fourth-quarter corporate earnings data helped support equities.
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Market Week: February 28, 2022
Stocks closed mostly higher last week, despite a tumultuous week with the Russian invasion of Ukraine. Of the benchmark indexes listed here, only the Dow and the Global Dow closed the week in the red.
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The Path To Independence
In a recent interview with Citywire, our founder Miguel Sosa, CIMA®, was asked to discuss his experience in transitioning to an Independent Financial Advisor.
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Market Review: February 21, 2022
Last week, Wall Street reacted to the ongoing Russia-Ukraine conflict by moving from stocks to bonds, the dollar, and gold. Investors were faced with rising fears that a Russian invasion of the Ukraine will engulf Europe and the United States, worsen global supply bottlenecks, and further accelerate inflation.
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Market Week: February 14, 2022
The major benchmark indexes closed last week lower. Rising tensions over the Russia-Ukraine situation coupled with rising inflation made investors a bit skittish towards stocks.
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Market Week: February 7, 2022
Last week was notable for a stronger-than-expected jobs report and mixed fourth-quarter earnings data. Stock values rose and fell throughout the week, ultimately closing higher.
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Market Month Review: January 2022
Stocks ended January lower as investors dealt with concerns over inflation, the prospects of rising interest rates, and the pace of global economic recovery.
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Market Review: January 31, 2022
A very turbulent week, marked by volatility, ended with a robust finish. Last Friday's gains were enough to push several of the benchmark indexes higher by the end of the week.
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Annual Market Review 2021
The year 2021 was one of extreme change. January saw the inauguration of President Joe Biden, but not before protesters sieged the United States Capitol.
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Miguel Sosa joins Financial Advisor IQ Leadership Council
We are proud to announce our founder and CEO, Miguel Sosa has been selected to be appointed to the Financial Advisor IQ Leadership Council.
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Market Review: November 2021
Stocks ended November generally lower, with only the Nasdaq able to eke out a gain. The Global Dow and the Russell 2000 each lost more than 4.25%. The Dow fell 3.7% and the S&P 500 dropped 0.8%. The Nasdaq gained 0.3%.
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Market Month Review: October 2021
October proved to be one of the best months for equities in 2021, with each of the benchmark indexes listed here enjoying solid gains. The S&P 500 had its best month since November 2020. The Nasdaq picked up over 7.25%, the largest monthly advance in more than a year.
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Quarterly Market Review: July-September 2021
Overall, the third quarter was a roller-coaster ride for the market. The Dow, the Russell 2000, the Nasdaq, and the Global Dow lost value, while the S&P 500 was able to eke out a quarterly gain.
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Market Month Review : August 2021
The benchmark indexes enjoyed a solid August, with the S&P 500 and the Nasdaq reaching record highs multiple times during the month.
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Market Review: August 23, 2021
Stocks closed the week lower over concerns about the pace of global economic growth. China, the world's second-largest economy, saw retail sales and industrial production slow as that country tries to contain the fallout from the latest resurgence in COVID cases.
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Market Month: July 2021
Stocks closed generally higher in July, despite a downturn at the end of the month. Second-quarter corporate earnings data was generally strong, although some megacap companies posted weaker-than-expected earnings results.
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The Rise of Video During COVID-19
The pandemic single handedly turned video from a luxury to a necessity overnight.
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Quarterly Market Review: April-June 2021
The second quarter began with stocks making solid gains in April. COVID vaccines became available to more Americans. The federal government and several states pushed forward with reopening after relaxing many of pandemic-related constraints
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Market Month: May 2021
Stocks were volatile in May, likely a reflection of strength in the U.S. economy as well as concerns about inflation and the timing of when the Federal Reserve might begin to taper its accommodative policies.
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Market Month: April 2021
Stocks climbed higher in April on the heels of strong first-quarter corporate earnings reports and encouraging employment data. Vaccine distributions increased and several states relaxed COVID-related restrictions. More stimulus checks were given out, which encouraged consumer spending.
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Quarterly Market Review: January-March 2021
As we closed out 2020, the overwhelming sentiment entering January was that it couldn't get much worse. Unfortunately, January did not start out on a high note.
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Market Month: February 2021
February began on a high note as investors drew encouragement from strong fourth-quarter earnings reports and encouraging employment data. However, news was not all positive.
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Market Month: January 2021
Stocks were able to weather the storm of events that occurred throughout January, despite investors having numerous reasons to move away from equities.
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Annual Market Review 2020
Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a contentious presidential election
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