
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.
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
In this months market commentary, Miguel Sosa discusses the events that occurred in 2020 and our positive outlook for the year 2021.
We hope you found this video helpful and valuable. Please share it with your friends and family.
January 15, 2021
With the new year on the horizon, we wish you and your family health, happiness, and prosperity.
Thank you for inspiring us to be at our best.
December 30, 2020
Dear Friends,
On behalf of Premia Global Advisors, we wish everyone a Happy Holiday season! Put your feet up and have a well-deserved rest this season and let every day be filled with love and joy.
We value each and every one of our clients and cannot express our gratitude enough for your ongoing loyalty. We hope you have a beautiful holiday season.
Thank you.
December 11, 2020
August Update: What do we do now? | Tailoring Portfolios
August 05, 2020
Finding Opportunities Beyond The Headlines
October 10, 2019
Advantages of an income producing portfolio
June 03, 2019
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.
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.
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.
Dynasty Financial Partners is one of the wealth management industry’s leading independent advisor network and a three-time Private Asset Management Magazine innovation award winner.* Dynasty’s fully customizable platform brings us end-to-end business support from a proven team and access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Its relationships with the custodians, portfolio managers, research firms and other providers allow us to focus squarely on your needs with absolute objectivity, transparency and trust.
*See link for additional information regarding the PAM awards and methodology: https://www.pamonline.com/awards-methodology
Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, and integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $750 billion of assets on the Addepar platform.
Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to RIA, Trust Institutions and Third-Party Administrators. We choose to work with Fidelity because it offers rock-solid, comprehensive custody services, cost-effective pricing, objective guidance and, most importantly, outstanding service. It also has exceptionally low debt levels, does no proprietary trading of its own firm capital and does not leverage its own balance sheet. These are some of the reasons that it is one of the strongest financial firms in the custody business today.
In addition, Fidelity Institutional Wealth Services is able to leverage the capital, resources and expertise of the entire Fidelity enterprise, one of the world’s largest financial services companies, on behalf of its clients. A family managed, privately held company with more than 60 years of experience, it has assets under administration of $5.1 trillion, including managed assets of $2.0 trillion as of September 31, 2014.
Insigneo as the introducing broker Dealer provides Premia Global Advisors (“Premia”) with access to Pershing LLC, , a subsidiary of the Bank Of New York Mellon. State-of-the-art technology, a highly reliable and scalable infrastructure, host of innovative products and services and high-touch dedicated client model make Pershing LLC, a compelling partner for Premia and a trusted custodian for your assets. In addition to streamlined reporting services, Pershing LLC, provides an innovative global custody platform that includes online multicurrency reporting, portfolio accounting, corporate actions servicing and proxy services.
Pershing LLC, a subsidiary of the Bank Of New York Mellon, the industry’s largest clearing provider, with a track record of more than 70 years. Its parent, BNY Mellon, is the oldest continuously operating financial organization in the United States, and the largest custodian in the world with $28.5 trillion in assets under custody and/or administration (as of December 31, 2014).
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Mar Monthly Market Comment - February 2021Dear Friends, |
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Mar Weekly Market CommentDear Friends, |
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Feb Weekly Market CommentDear Friends, |
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Feb Weekly Market CommentDear Friends, |
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Feb Weekly Market CommentDear Friends, |
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Feb Monthly Commentary - January 2021Dear Friends, |
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Feb Weekly Market CommentDear Friends, |
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Jan Weekly Market CommentDear Friends, |
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Jan Weekly Market CommentDear Friends, |
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Jan Weekly Market CommentDear Friends, |
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Jan Weekly Market CommentDear Friends, |
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Jan Annual Market Comment - 2020Dear Friends, |
Dec |
Dec Weekly Market CommentDear Friends, |
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Dec Weekly Market CommentDear Friends, |
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Dec Weekly Market CommentDear Friends, |
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Dec Weekly Market CommentDear Friends, |
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Dec Monthly Commentary - November 2020Dear Friends, |
Nov |
Nov Weekly Market CommentDear Friends, |
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Nov Weekly Market CommentDear Friends, |
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Nov Weekly Market CommentDear Friends, |
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Nov Weekly Market CommentDear Friends, |
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Nov Weekly Market CommentDear Friends, |
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Nov Monthly Commentary - October 2020Dear Friends, |
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Oct Weekly Market CommentDear Friends, |
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Oct Weekly Market CommentDear Friends, |
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Oct Weekly Market CommentDear Friends, |
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Oct Weekly Market CommentDear Friends, |
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Oct Monthly Commentary - September 2020Dear Friends, |
Sep |
Sep Weekly Market CommentDear Friends, |
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Sep Weekly Market CommentDear Friends, |
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Sep Weekly Market CommentDear Friends, |
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Sep Weekly Market CommentDear Friends, |
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Sep Monthly Commentary - August 2020Dear Friends, |
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Aug Weekly Market CommentDear Friends, |
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Aug Weekly Market CommentDear Friends, |
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Aug Monthly Commentary - July 2020Dear Friends, |
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Jul Quarterly Market Review April - June 2020Dear Friends, |
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