A complete list of active advisors currently associated with Sonrisa Investment Management, LLC

Warmer can help you find a great advisor at Sonrisa Investment Management, LLC or one who fits your needs even better.

Sonrisa Investment Management LLC provides investment management primarily for pooled vehicles and institutional assets while also offering discretionary portfolio management, financial planning, and consulting services to select institutional and individual clients. The firm’s service menu includes ongoing annual retainer planning, one‑time financial plans, and both discretionary and non‑discretionary investment guidance. The firm relies mainly on fundamental analysis and tailors asset allocation and investment decisions to client objectives, employing long‑ and short‑term purchases, trading, and options strategies as appropriate. Accounts are monitored on a continuous basis with formal reviews at least annually, and the firm accepts client‑imposed investment restrictions when they do not hinder its strategies. Distinctive elements include an accounting and tax services affiliation: the firm’s principal operates a separate tax and real estate services business (MPT Global Management Services) and holds CPA and Enrolled Agent credentials, offering tax preparation and related services under separate engagements. Sonrisa also uses a mixed fee approach uncommon for its peer group — combining percentage‑of‑AUM portfolio fees with fixed or hourly fees for one‑time planning (typically $150–$300 per hour) — and discloses that certain representatives may receive insurance commissions in addition to advisory fees.

To learn more about the advisors currently working at Sonrisa Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.