Risk tolerance in Tempe, Arizona

Sonora Investment Management, LLC is a boutique money management firm located at 16100 North 71st Street in Tempe, Arizona. Established in 1986, our experienced advisory team has been providing personalized asset management services to over 1000 client households. With over $1.5 billion in assets under management, we specialize in professional portfolio management tailored to individual client goals and needs. Our proprietary investment research process combines bottom-up and top-down analysis on U.S. registered equity and bond investments. At Sonora Investment Management, we offer comprehensive tools and analysis for budgeting and retirement planning, as well as customized portfolio management designed to align with client objectives and risk tolerance. As a fiduciary, we prioritize transparency and conservative practices in our client interactions, always putting our clients' financial interests first.

Joseph (Joey) McManus - Investor Center Financial Advisor is a finance institution located at 1625 West Fountainhead Parkway in Tempe, Arizona, United States. Services are offered through BMO Private Bank, BMO Family Office, and/or BMO Delaware Trust Company, as well as BMO Investment Services. The institution prioritizes your goals above all else, constantly assessing your current position and where you want to be in the future. With a focus on helping you reach your goals, the wealth advisors at Joseph (Joey) McManus - Investor Center Financial Advisor work with you to adjust investment strategies and tactics as needed. The team of experts at the institution make key decisions based on experience and expertise, including asset allocation, risk evaluation, manager selection, and portfolio construction. They are strategic in their approach, identifying investments that match your risk tolerance. The institution provides direct access to decision makers, ensuring a personalized approach to investment management. The Strategy and Research Team uses a variety of factors to inform investment decisions, and a combination of active and passive strategies may be utilized for long-term results. Additionally, the institution offers services in alternative investments such as environmental, social, and governance (ESG) funds. Operating Monday through Friday from 7:30 a.m. to 5:00 p.m. Central Time, Joseph (Joey) McManus - Investor Center Financial Advisor is committed to helping you achieve your financial goals.