Financial Solutions that span
geographies
Premia is skilled at working across borders for your global needs
Financial Solutions that span
generations
Premia helps you manage the legacy of your wealth and values
Financial Solutions that span
complex challenges
Premia is the single resource you can rely on to help achieve your objectives
Premia Global Advisors offers you "A Wealth of Advice."
Our experienced team is committed to providing you with the best possible service as we work closely with you 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.
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 partner throughout your journey. From building upon your wealth to optimizing your investment portfolio 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 affluent clients to address a full range of financial challenges. His success and experience drive Premia’s 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 that at once allay any concerns while maximizing the opportunity to achieve objectives.
Premia has become a source of trust and stability for our clients as they navigate through their life-choices. We welcome the opportunity to partner with you, serving as your financial steward, to help you develop and grow your family’s wealth in alignment with your personal 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 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 a regular performance review of your portfolio, analyzing and reporting on results, and offering recommendations to enhance the investment porfolio 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
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:
Joseph Dursi
Chief Investment Officer
Previously, Mr. Dursi served as the Head of Portfolio Consulting at Barclays Wealth Americas where he and his team were responsible for developing tactical investment solutions through asset allocation modeling and product selection for ultra-high-net-worth individuals, family offices, and endowments/foundations. Mr. Dursi joined Barclays in September 2008 as part of the organization’s acquisition of Lehman Brothers’ Private Investment Management business in the Americas.
Mr. Dursi holds a BBA, Summa Cum Laude, from the University of Notre Dame and an MBA from the Stern School of Business at New York University, where he was a designated Stern Scholar. He lives in Rockville Centre, New York with his wife and two children and is an avid sports fan.
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
Email:
Our Process
Global 360 F.O.R.M.ula
Our process integrates wealth management with risk and debt management, income and estate 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 are able to 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”:
• 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
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May |
May Weekly Market CommentDear Friends, |
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May |
May Monthly Martket CommentDear Friends, |
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Apr |
Apr Advising Clients Who Choose to Live Outside the USDear Friends, |
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Apr |
Apr Weekly Market CommentDear Friends, |
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Apr |
Apr Weekly Market CommentDear Friends, |
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Apr |
Apr 5 Key Questions For Advisors Who Work With Offshore ClientsDear Friends, |
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Apr |
Apr Weekly Market CommentDear Friends, |
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Apr |
Apr Weekly Market CommentDear Friends, |
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Apr |
Apr Quarterly Market Review Jan - March 2021Dear Friends, |
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Feb |
Feb Monthly Commentary - January 2021Dear Friends, |
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Jan |
Jan Annual Market Comment - 2020Dear Friends, |
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Oct |
Oct Weekly Market CommentDear Friends, |
Contact Us
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