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.

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.

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.

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.

What Worked In The Past, May Not Work In The Future!

In this months commentary, we discuss our comments on alternative investments.

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!

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.

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.

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.

October Update:

Our 4th Quarter Outlook

September Update:

ESG Investing & How Premia Can Help

Premia Global Advisors – Working with Offshore Clients

ESG Investing

ESG Investing

International Video Series

Miguel Sosa on Review Calls

International Video Series

Miguel Sosa on Account Structures

International Video Series

Miguel Sosa on Estate Planning for International Clients

Advantages of an income producing portfolio

Advantages of an income producing portfolio

Business Cycles Matter

Miguel Sosa on the importance of global business cycles

Values Based Investing

Premia Global Advisors Discusses Values Based Investing

PGA ESG Video

PGA ESG Video

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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 families and institutions 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.

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 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
Eddy Park
Client Relationship Manager
Daniel Rosales
Financial Planning Manager
Vivian Velazquez
Risk, Ethics, and Compliance Advisor
Scott Welch
CIO – Model Portfolios, Wisdom Tree
Nicholas Alvarez
Client Service Advisor

Miguel Sosa, CIMA®
Founding Partner

Miguel Sosa is the founding partner of Premia Global Advisors, LLC, a private wealth management advisory firm based in South Florida, serving multi-jurisdictional and multi-generational clients.

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.
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: msosa@premiaglobaladvisors.com

Eddy Park
Client Relationship Manager

Eddy Park, is a Client Relationship Manager for Premia Global Advisors. He performs a wide range of duties and plays an integral role in the smooth functioning of the team’s operations. His responsibilities include account administration, order entries and executions. Eddy prides himself on his client-focus and his timely response to client inquiries.

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: epark@premiaglobaladvisors.com

Daniel Rosales
Financial Planning Manager

Daniel Rosales, CIMA®, is an Investments and Financial Planning Manager for Premia Global Advisors. Daniel holds several responsibilities within the team, including investment proposals, investment research, trading and reporting.

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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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: drosales@premiaglobaladvisors.com

Vivian Velazquez
Risk, Ethics, and Compliance Advisor

Ms. Velazquez has more than 25 years of experience in the securities industry, in both the private and regulatory sectors. She previously held senior compliance positions at global and national financial institutions with assets under management in the multi-billion-dollar range and offices throughout the U.S. and Latin America.

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.
The above individual is an independent consultant and is not an employee, representative or agent of Premia . Biographical information provided on this website is solely for purposes of showing the scope and breath of Premia’s available resources and its support team. Consulting services available through NCS Regulatory Compliance through an engagement with Dynasty Financial Partners.


Email: info@vandvconsultinggroup.com

Scott Welch
CIO – Model Portfolios, Wisdom Tree

Scott Welch is the Chief Investment Officer – Model Portfolios for WisdomTree Asset Management, a factor-based ETF product sponsor and model portfolio solutions provider. In this role, Scott is a member of both the Investment and Asset Allocation Committees, responsible for overseeing the asset allocation, portfolio construction, and ongoing management of WisdomTree model portfolios.

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.
*The above individual is employed by Dynasty Financial Partners and is not an employee, representative or agent of the Advisor. Dynasty provides services and support to (Premia Global Advisors)(“Advisor”) through a service agreement between the parties. Dynasty is a wholly independent entity and is not an owner, controlling party or an affiliate of Network Advisor. Dynasty, as well the above noted Dynasty employee, is not authorized to act on behalf of the Advisor in any respect and any investment recommendations or other advice is solely from the Advisor and should not be attributable in any respect to Dynasty or its employee. The Dynasty employee’s biographical description is included on this website solely for purposes of showing the scope and breath of Advisor’s available resources and its support team.


Email: swelch@dynastyfp.com

Nicholas Alvarez
Client Service Advisor

Nicholas Alvarez, is a Client Service Advisor for Premia Global Advisors. He performs a variety of responsibilities and helps to ensure that the team’s operational tasks and social media platforms are handled delicately and efficiently. Prior to joining the Premia team, Nicholas spent the first 3 years of his career working in wealth management at Merrill Lynch. Nicholas earned a B.A. in Organizational Communications and a minor in Social Media Marketing from Florida International University. Nicholas lives in Kendall, Florida. He spends his weekends mentoring kids at the YMCA and his favorite season of the year is football season.

Email: Nalvarez@premiaglobaladvisors.com

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”:

• The Global 360 F.O.R.M.ula

• Family

• Occupation

• Recreation

• Money
• 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.

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News/Commentary

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%.

read more

Market Review: November 29, 2021

Thanksgiving week proved to be a tumultuous one for investors. Each of the benchmark indexes listed here ended the week in the red following news of a new COVID variant in South Africa

read more

Market Review: November 22, 2021

Stocks closed last week mixed, with the Nasdaq and the S&P 500 posting gains, while the Russell 2000, the Global Dow, and the Dow fell. Another round of strong corporate earnings data was enough to overcome investor concerns that rising inflation might accelerate the withdrawal of economic stimulus,

read more

Market Review: November 15, 2021

Although equities closed last week on a high note, it wasn't enough to recover from mid-week losses. Each of the benchmark indexes lost ground, with the Russell 2000 falling over 1.0% to lead the pack.

read more

Market Week: November 8, 2021

The first week of November saw stocks climb higher on the strength of favorable corporate earnings data, strong job growth, a dovish policy statement from the Federal Reserve, and favorable news on the battle against COVID-19.

read more

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.

read more

Market Review: November 1, 2021

Solid corporate earnings data last week supported a strong week for equities. Investors' fears that rising inflation, supply-chain snarls, labor shortages, and a surge in COVID-19 cases would hinder corporate earnings have yet to materialize.

read more

Market Review: October 25, 2021

Each of the benchmark indexes listed here advanced last week, led by the S&P 500, which rose 1.6%. Corporate earnings data for the third quarter has gotten off to a solid start to help push stocks higher. However, investors are paying close attention to elevated inflation, driven higher by global supply-chain constraints and labor shortages.

read more

Market Review: October 18, 2021

Despite a shaky start, Wall Street enjoyed a strong week of gains. A favorable start to corporate earnings season helped lift equities higher.

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Market Review: October 11, 2021

Stocks closed last week generally higher, despite a weak jobs report. A Congressional deal to extend the debt ceiling until early December helped drive stocks higher during the middle of the week.

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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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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.

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.

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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

read more

Contact Us

Premia Global Advisors. All rights reserved 2021 © | Terms of Use
Premia Global Advisors, LLC (“Premia”) is an investment advisor located in Coral Gables, Florida. Premia offers a broad range of investment advisory and brokerage wealth management products and services.  Premia’s advisors are also registered representatives of Insigneo Securities LLC (Insigneo), an unaffiliated registered broker-dealer and FINRA/SIPC member located at: 777 Brickell Avenue Miami, Florida.  When acting as registered representatives, securities products and services are offered through Insigneo. Investment advisory and brokerage services involve different types of services, fees, compensation arrangements, rights and responsibilities. For a description of our services and fees, please refer to our Form ADV Part 2 Brochure available through the SEC’s website at www.adviserinfo.sec.gov,  or  contact your advisor for additional information.


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