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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

Fidelity Addepar Pershing

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.

Our latest video from Miguel Sosa

Trying To See The Forest From The Trees

November 21, 2019

Our Latest Video From Miguel Sosa

Finding Opportunities Beyond the Headlines

October 10, 2019

Our latest video from Miguel Sosa

Does your portfolio reflect your values?

September 30, 2019

Our latest video from Miguel Sosa

The resilience of the U.S. corporate leadership

August 12, 2019

Miguel's Thoughts on 2019 So Far

That's That & This Is Now

July 16, 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

Enjoy our latest video

Portfolios that produce income

June 03, 2019

May Market Update

Our latest video from Miguel Sosa

May 21, 2019

Our Latest Video from Miguel Sosa

Benefits of an Annual Review

May 02, 2019

Weathering The Slowdown

Late Stage Ideas from Miguel Sosa

April 24, 2019

Miguel's thoughts on Q1 and the rest of 2019

Looking Back & Looking Ahead

April 09, 2019

Lessons Learned 10 Years after March 2009

March 19, 2019

Opportunities in a Market Slowdown

Enjoy our latest video from Miguel Sosa

March 01, 2019

A January Recap

February 06, 2019

Market Update

An update by our CIO Scott Welch, CIMA

February 05, 2019

Business Cycles Matter

Miguel Sosa on the importance of global business cycles

January 28, 2019

Emotions & Rational Thoughts

December 27, 2018

TJ Villamil Joins Premia

TJ Villamil Joins Premia

December 19, 2018

Happy Holidays from Premia Global Advisors

Enjoy the Holidays and Happy New Year! 

December 18, 2018

Volatility brings opportunity

December 11, 2018

Markets Cool Off

November 21, 2018

Just when you thought it was safe...

November 01, 2018

Stay the Course...

October 12, 2018

Ahead of us

October 09, 2018

Economic Overview & Consolidated Reporting

September 20, 2018

Summer Wrap Up

August 23, 2018

World Wide Economic Growth and Possible Investments

July 25, 2018

PGA Second Quarter 2018 Recap

Premia Global Advisors Second Quarter 2018 Recap

July 11, 2018

Ideas for Volatile Times

Premia Global Advisors shares their ideas for volatile times

June 12, 2018

Socially Responsible Investing

May 11, 2018

Quarter recap and the environment

April 03, 2018

Una segunda opinión

March 19, 2018

Keep your eyes on the prize

March 15, 2018

Premia Global Advisors: Predictions, corrections, and your portfolio

Premia Global Advisors: Predictions, corrections, and your portfolio

February 08, 2018

Premia Global Advisors: Predicciones, Correcciónes, Y Sus Inversiones

Premia Global Advisors: Predicciones, Correcciónes, Y Sus Inversiones

February 07, 2018

2017 Recap and Outlook for 2018

Premia Global Advisors 2017 Recap and Outlook for 2018

January 08, 2018

Premia Global Advisors

Where do we go from here?

December 15, 2017

Values Based Investing

Premia Global Advisors Discusses Values Based Investing

November 16, 2017

PGA ESG Video

PGA ESG Video

September 19, 2017

July 2017 Market Views

First Half of 2017 Market Recap

July 11, 2017

June 2017 Market Views

Fed Funds Rate Change

June 14, 2017

May 2017 Market Views

Miguel Sosa, Founding Partner, shares Premia Global Advisors outlook for May 2017.

May 24, 2017

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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 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
Eddy Park
Client Relationship Manager
Jason Pinkham
Director, Eastern Division
Joseph Dursi
Chief Investment Officer
Vivian Velazquez
Risk, Ethics, and Compliance Advisor
Scott Welch
CIO – Model Portfolios, Wisdom Tree
Daniel Rosales
Financial Planning Manager

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

Jason Pinkham
Director, Eastern Division

Jason Pinkham* is a member of Dynasty Financial Partners, LLC (“Dynasty”) and, through Premia Global Advisors’ strategic relationship with Dynasty, functions as Premia Global Advisors’ Senior Consultant. In this capacity, Mr. Pinkham provides assistance with new business opportunities and collaborates on any operational challenges.

Mr. Pinkham oversees all relationship management matters related to the Eastern and International Divisions which include working with Dynasty’s existing Network Advisors on opportunities, collaborating with the business development team for profiling new teams joining the platform and overseeing transition and relationship management for all teams. In addition, Jason will evaluate and build out partnerships with key resource partners to support Dynasty’s advisors with eastern and international opportunities.

Prior, Jason spent five years working for Major League Baseball and the Pittsburgh Pirates where he had a variety of responsibilities including player development, baseball operations, and marketing. He began his career as a financial advisor with Morgan Stanley in Naples, FL.

He received his BA in economics from Bates College where he also played baseball.
*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: jasonpinkham@dynastyfp.com

Joseph Dursi
Chief Investment Officer

Joseph Dursi is Dynasty's Chief Investment Officer and Chair of the Investment Committee and is responsible for overseeing Dynasty’s investment platforms, managing relationships with third party due diligence and research partners, working closely with network firms to deliver institutional quality investment solutions to their clients, and continuing to enhance Dynasty’s award winning Outsourced CIO offering.  He was most recently the Head of Investment Solutions for Deutsche Bank Wealth Management in the Americas, responsible for identifying and creating unique investment solutions for ultra-high-net-worth clients. 

 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.
*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: jdursi@dynastyfp.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

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

Our Partners

Dynasty Financial Partners

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 unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Its relationships with the world’s best-in-class custodians, portfolio managers, research firms and other providers allow us to focus squarely on your needs with absolute objectivity, transparency and trust.

Addepar

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

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.

Pershing LLC

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).

Insigneo

For the past 20 years, Insigneo has built their business through a philosophy of service, safety and empowerment. Their strategy is to support our network of financial advisors in devising customized investment strategies for their clients by empowering them with a state-of-the-art trading platform, the strongest and most reliable custodial services in the business and a full-service, client-oriented back office support team.

Headquartered in Miami, Insigneo, provides investors with access to global capital markets through a full array of world-class products, services and support, integrated into a seamless platform that rivals that of any major financial institution.

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News/Commentary

Dec
09

Dec
09

Weekly Market Commentary

Please enjoy our market commentary for the week.
Have a wonderful week.
Thank you.

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Dec
02

Dec
02

Weekly Market Commentary

Attached is this week's Market Commentary.
We hope you find it interesting and useful.
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Dec
02

Dec
02

November 2019 Market Commentary

Please enjoy our Monthly Market Commentary as of November 2019 month-end. 
We hope you find it insightful and we look forward to being of service.
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Nov
25

Nov
25

Weekly Market Commentary

Please enjoy our market commentary for the week.
Happy Thanksgiving to everyone.

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Nov
18

Nov
18

Weekly Market Commentary

Please find attached our latest Weekly Market Commentary.
We hope you find it useful and we wish you a wonderful week.
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Nov
11

Nov
11

Weekly Market Commentary

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Nov
04

Nov
04

October 2019 Market Commentary

Please enjoy our Monthly Market Commentary as of October 2019 month-end. 
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Nov
04

Nov
04

Weekly Market Commentary

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Oct
28

Oct
28

Weekly Market Commentary

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Oct
25

Oct
25

Sound Advice on Retirement

Please find our newsletter where we address a few topics, including Pre-Retirement Planning.
We hope you find this newsletter interesting.  Thank you.

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Oct
21

Oct
21

Weekly Market Commentary

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Oct
14

Oct
14

Weekly Market Commentary

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Oct
07

Oct
07

Weekly Market Commentary

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Oct
01

Oct
01

3Q19 Market Review

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Sep
30

Sep
30

Weekly Market Commentary

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Sep
23

Sep
23

Weekly Market Commentary

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Sep
16

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16

Weekly Market Commentary

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Sep
09

Sep
09

Weekly Market Commentary

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Sep
03

Sep
03

August 2019 Market Commentary

Please enjoy our Monthly Market Commentary as of August 2019 month-end.
We hope you find it insightful and we look forward to being of service.
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Sep
03

Sep
03

Weekly Market Commentary

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Aug
26

Aug
26

Weekly Market Commentary

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Aug
19

Aug
19

Weekly Market Commentary

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Aug
12

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12

Weekly Market Commentary

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Aug
05

Aug
05

Weekly Market Commentary

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Aug
01

Aug
01

July 2019 Market Commentary

Please enjoy our Monthly Market Commentary as of month-end July 2019.
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Jul
29

Jul
29

Weekly Market Commentary

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Jul
22

Jul
22

Weekly Market Commentary

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Jul
16

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16

July 2019 Newsletter

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Jul
15

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15

Weekly Market Commentary

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Jul
08

Jul
08

Weekly Market Commentary

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Jun
24

Jun
24

Weekly Market Commentary

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Jun
18

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18

June 2019 Newsletter

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Jun
17

Jun
17

Weekly Market Commentary

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Jun
10

Jun
10

Weekly Market Commentary

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Jun
03

Jun
03

Weekly Market Commentary

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May
28

May
28

Weekly Market Commentary

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May
20

May
20

Weekly Market Commentary

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May
17

May
17

May Newsletter

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May
13

May
13

Weekly Market Commentary

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May
06

May
06

Monthly Market Commentary

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Apr
22

Apr
22

Weekly Market Commentary

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Apr
17

Apr
17

Premia's Office In the News

Please see the link for the recent article on Premia's office by Sally Cates on wealthmanagement.com 

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Apr
15

Apr
15

Weekly Market Commentary

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Apr
08

Apr
08

Weekly Market Commentary

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Apr
04

Apr
04

Quarterly Market Commentary

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Apr
01

Apr
01

Weekly Market Commentary

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Mar
25

Mar
25

Weekly Market Commentary

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Mar
18

Mar
18

Weekly Market Commentary

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Mar
04

Mar
04

Weekly Market Commentary

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Mar
01

Mar
01

Monthly Market Commentary

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Feb
25

Feb
25

Weekly Market Commentary

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Feb
19

Feb
19

Weekly Market Commentary

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Feb
11

Feb
11

Weekly Market Commentary

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Feb
04

Feb
04

Weekly Market Commentary

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Jan
28

Jan
28

Monthly Market Commentary

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Jan
28

Jan
28

Weekly Market Commentary

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Jan
14

Jan
14

Weekly Market Commentary

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Jan
07

Jan
07

Weekly Market Commentary

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Jan
07

Jan
07

Beginning of Year Comments

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Jan
06

Jan
06

Year End Review 2018

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Dec
24

Dec
24

Weekly Market Commentary

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Dec
17

Dec
17

Weekly Market Commentary

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Dec
03

Dec
03

Monthly Market Commentary

Hope you enjoy our Monthly Market Commentary for November 2018.

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Oct
12

Oct
12

More days like this to come: Investors react to market sell-off

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Oct
01

Oct
01

Quarterly Market Review

Hope you enjoy our Quarterly Market Review for the third quarter of 2018.

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Aug
20

Aug
20

Let's make goatees great again

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Aug
07

Aug
07

Deficits and Debt

Larger Deficits are driving up Debt. 

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May
29

May
29

FAs Reveal Secrets to Winning and Advising Americans Abroad

Advisors can build a business with clients shunned by other FAs if they work with Americans living abroad, experts say. There are about nine million American citizens living overseas and few FAs competing for their business, Gabrielle Reilly, senior wealth advisor of Reilly Financial Advisors, which oversees $1.4 billion in client assets, says. But FAs building non-U.S.-based businesses face hurdles ranging from difficulties in client outreach to complex compliance issues.

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Mar
12

Mar
12

Keep your eyes on the prize

Premia Global Advisors February Newsletter - Don’t let short-term market volatility derail your long-term goals

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Sep
09

Sep
09

Why the demand for ESG is not going away

More and more investors are becoming interested in how their investment decisions support the issues that are important to the world at large.

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Jun
28

Jun
28

Summer Strategies: Stay in Touch with Vacationing Clients

Fall can be tax-planning time, say advisors. Winter brings the chance to seize on clients’ New Year’s resolutions — spending less or revisiting estate plans — or to-do items left dangling the year before. And after the rush of tax-filing season, subsequent months can be spent helping clients “spring clean” financial paperwork and scrutinize balance sheets for opportunities and warning signs alike.

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Mar
30

Mar
30

RIAs seeing the upside of formal investment committees

Official bylaws and meeting minutes are becoming the norm for large and small firms

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Feb
14

Feb
14

Dynasty Financial Partners Wins 2017 Award from Private Asset Management - Best Investment Platform: Client Service

Dynasty Financial Partners is proud to announce that the firm has won the 2017 Private Asset Management Magazine Award for: Best Investment Platform: Client Service. Dynasty Financial Partners is an RIA integrated middle and back office platform for some of the leading financial advisors in the U.S.

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Nov
03

Nov
03

Investor Panic Over the Coming Election Is a Myth

Like many people the globe over, financial advisor Miguel Sosa’s offshore clients pay close attention to U.S. presidential elections.

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Jul
27

Jul
27

How to Work With International Clients and Their Atypical Needs

Miguel Sosa is founding partner of Premia Global Advisors LLC in Coral Gables, Fla. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. 

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Jun
24

Jun
24

RIAs look Beyond Equities in Wake Jan.-Feb. Market Wobble

The volatility earlier this year that impacted the equities market is driving registered investment advisors to take a hard look at their client portfolios and to explore alternative sources of return as well as ways to reduce costs.

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Apr
13

Apr
13

Small FAs Pick Up Global Clients Where Wirehouses Fall Away

Dynasty Financial Partners sees a growth opportunity in helping independent RIAs attract and retain international wealth management clients and globally-minded U.S. counterparts.

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Apr
06

Apr
06

Miguel Sosa se asocia con Dynasty Financial Partners para lanzar Premia Global Advisors

Miguel Sosa, reconocido financial advisor en la industria del wealth management en Miami, inicia una nueva aventura profesional: abandona su anterior cargo en Merril Lynch y se asocia con Dynasty Financial Partners para lanzar Premia Global Advisors, una nueva firma independiente de asesoramiento, especializada en instituciones y familias con grandes patrimonios de todo el mundo y que estará basada en Coral Gables.

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Apr
05

Apr
05

Leading Global Financial Advisor, Miguel Sosa, Launches Premia Global Advisors in Partnership with Dynasty Financial Partners

One of the leading global financial advisors, Miguel Sosa, a seasoned Merrill Lynch Private Bank and Investment Group advisor with previous responsibility for managing over $400 million in client assets, announced that he has left Merrill Lynch and is partnering with Dynasty Financial Partners to launch a new firm, Premia Global Advisors LLC.

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Apr
05

Apr
05

Big Merrill Broker Launches His Own Investment Advisory Firm

A Merrill Lynch broker who managed more than $400 million in client assets has resigned, in part because of the brokerage’s overhaul of its international business last summer.

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Contact Us

Premia Global Advisors. All rights reserved 2019 © | 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.