Premia Global Advisors, LLC

Global Financial Advisors

Global Financial Advisors

by Premia Global Advisors

Welcome to Premia Global Advisors, where our priority is to help you find ways to live a rich life. Managing your wealth and finances is a critical aspect of achieving financial stability and success. It doesn’t matter if you’re an individual or a business, as it is essential to have a comprehensive understanding of financial management. Whether you operate locally or internationally, our team recognizes the significance of creating effective strategies that align with your financial goals. Our global services are designed to help you adapt to the ever-changing needs of the financial world, ensuring that you’re always ahead of the curve.

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Services That We Offer

Cross-border Investment Planning

Premia Global Advisors focuses on achieving cross-border investment excellence by comprehensively understanding opportunities, investment options, and current issues that may affect these unique circumstances. We prioritize potential growth areas and offer a roadmap to success, unveiling strategic investment opportunities through meticulous research. The emphasis is on identifying potential investment opportunities while also considering the portfolio’s reporting requirements and tax consequences.

Expatriate Investment Planning

Investment planning for expatriates refers to creating a comprehensive financial strategy for individuals who live and work outside their home country. This includes managing investments, retirement planning, tax optimization, and estate planning, taking into account the distinct financial challenges and opportunities that come with living abroad. The aim is to develop a thorough financial plan that addresses the unique financial needs of expatriates. By doing so, they can effectively manage their investments, plan for retirement, optimize taxes, and create an estate plan while living overseas.

Global 360 FORMula

Premia Global Advisors introduces a new era of financial planning, emphasizing a holistic approach that considers individual goals and desires alongside wealth accumulation. Their proprietary process, the Global 360 Formula, guides clients through a personalized journey toward financial empowerment. The process begins with a Discovery phase, where the team delves into clients’ goals, values, risk tolerance, and financial landscape. Next, in the Design phase, we craft a tailored financial blueprint, leveraging strategic planning and customized solutions. Finally, in the Deploy phase, we put the plan into action, focusing on building a lasting legacy and relationship. The Global 360 Formula reflects our commitment to comprehensive wealth management solutions beyond traditional boundaries, offering clients a path to financial empowerment and a legacy for future generations.

Global Financial Advisory Services

Global Financial Advisory Services encompass professional financial assistance provided to individuals, corporations, or governments worldwide. These services cover a broad range of financial activities, including investment advice, wealth management, risk management, mergers and acquisitions, and strategic financial planning. The benefits of utilizing these services include access to expert financial advice, tailored solutions to meet specific financial objectives, improved financial performance, reduced risk exposure, and enhanced decision-making capabilities. Furthermore, Global Financial Advisory Services can assist in navigating complex financial regulations and offer insights into global market trends.

Global Pension Planning

Premia Global Advisors is a Registered Investment Advisor (RIA) specializing in international pension plan management. Our expertise lies in understanding the global pension landscape, including regulatory intricacies, economic indicators, and market trends. We tailor strategies to individual pension plans, focusing on risk profiling, asset allocation, and market intelligence for strategic investments. Our approach involves crafting customized international pension plans that consider actuarial objectives, risk budgets, and cash flow needs. We also navigate international tax treaties and dynamically optimize portfolios for sustained growth and performance returns.

Global Portfolio Management

Premia Global Advisors offers a distinct advantage in portfolio management, leveraging deep expertise in global markets to optimize portfolio performance. Our proactive risk mitigation strategies ensure resilience in volatile markets while cutting-edge financial technologies provide accurate market analysis. Transparent reporting and accountability give clients a clear understanding of their portfolios, and our dedicated team of financial experts provides unparalleled client support, making your success in global portfolio management our priority.

Global Wealth Management

Premia Global Advisors specializes in crafting tailored wealth management solutions for diverse clientele, including individual investors, family offices, and institutional entities in the US and abroad. Our personalized approach encompasses asset allocation, risk management, and investment strategies designed to meet your specific needs and goals. With our global perspective and market analysis, we help navigate the complexities of international markets, capitalizing on opportunities while mitigating risks. As your dedicated global wealth managers, we serve as trusted stewards of your financial well-being, offering comprehensive services such as investment management, financial planning, retirement planning, and risk management.

Retirement Planning Services

Retirement Planning is a crucial process that involves setting financial goals and devising a strategy to achieve those goals during retirement. It includes determining the required amount of money for a comfortable retirement, identifying sources of retirement income, and creating a plan to manage finances efficiently during retirement. At Premia Global Advisors, we understand that retirement planning is not a one-size-fits-all endeavor. We take a holistic approach to developing a customized strategy that prioritizes stability and growth by considering your unique circumstances, risk tolerance, and aspirations. We aim to safeguard your financial future while maximizing opportunities for wealth accumulation, enabling you to enjoy the retirement lifestyle you’ve always envisioned.

US Wealth Management

US Wealth Management is a comprehensive financial advisory service tailored to individuals, families, and businesses in the United States. It encompasses managing investments, retirement planning, tax optimization, estate planning, risk management, and philanthropic strategies to help clients achieve their financial goals. The benefits of US Wealth Management include access to financial advice, personalized investment strategies, and a holistic approach to wealth management. It also offers tax efficiency, asset protection, and philanthropic planning opportunities while helping clients navigate complex financial regulations and optimize their wealth for future generations. This service is suitable for a wide range of clients, including high-net-worth individuals, families, business owners, and retirees, who may have complex financial needs such as managing multiple investment accounts, planning for retirement, or navigating tax-efficient strategies.

Why Choose Premia Global Advisors:

Financial Planning

Financial planning involves a comprehensive approach to managing one’s finances, encompassing various aspects such as probability of success planning, “what if” scenarios, cash flow projections, philanthropy, generational planning, legacy and trust planning, liquidity management, liability management, and generational education. This holistic approach aims to ensure that individuals and families clearly understand their financial situation, goals, and potential risks, allowing them to make informed decisions and achieve long-term financial success.

Investment Management

Investment management is a comprehensive process that involves various steps to ensure optimal portfolio performance. It begins with developing an investment policy outlining the client’s goals, risk tolerance, and investment objectives. This is followed by a thorough risk assessment, identifying and analyzing potential risks. The portfolio is then stress-tested to determine its resilience in various market conditions. Asset allocation is crucial, as it involves distributing investments across different asset classes to achieve the desired risk-return profile. A portfolio analysis evaluates the portfolio’s performance and identifies improvement areas. Investment selection involves choosing specific investments that align with the client’s goals and risk tolerance. Supervision and rebalancing are ongoing processes that ensure the portfolio remains aligned with the client’s objectives. Alternative and socially responsible investments may also be considered to diversify the portfolio and align with the client’s values.

Investor Services

Premia Global Advisors provides clients with investor services that are designed to offer a comprehensive and personalized experience. Our services include customized reporting that enables clients to monitor their investments and financial progress in a manner that caters to their unique needs. We also offer multi-custodian services that allow clients to work with multiple custodians to manage their assets effectively.

Our portfolio management services are tailored to help clients achieve their investment objectives while minimizing risk. We utilize a combination of proven investment strategies and innovative techniques to optimize returns while minimizing exposure to risk.

In addition, we also offer tax optimization services that help clients minimize their tax liabilities while maximizing their returns. Our team of tax experts works with clients to develop comprehensive strategies that are specifically tailored to their unique financial situations.

Our risk hedging services are designed to help clients protect their investments from market volatility and other risks. We also offer jurisdictional alignment services, which help clients ensure that their investments comply with local regulations. Our outside advisor services allow clients to work with a dedicated advisor who can help them navigate complex financial decisions. Finally, our client portal provides clients with easy access to their investment information and other essential documents.

Frequently Asked Questions

What is Global Financial Advisors?

Global Financial Advisors is a comprehensive financial advisory service that caters to individuals, families, and businesses worldwide. It encompasses managing investments, retirement planning, tax optimization, estate planning, risk management, and philanthropic strategies to help clients achieve their financial goals.

What is the Global 360 FORMula?

The Global 360 FORMula is a proprietary process developed by Premia Global Advisors that guides clients through a personalized journey toward financial empowerment. It involves a Discovery phase, where the team delves into clients’ goals, values, risk tolerance, and financial landscape; a Design phase, where a tailored financial blueprint is crafted; and a Deploy phase, where the plan is put into action.

What is US Wealth Management?

US Wealth Management is a comprehensive financial advisory service tailored to individuals, families, and businesses in the United States. It encompasses managing investments, retirement planning, tax optimization, estate planning, risk management, and philanthropic strategies to help clients achieve their financial goals.

What is Global Pension Planning?

Global Pension Planning involves administering and overseeing pension plans that cover employees working across multiple countries or jurisdictions. These plans are designed to provide retirement benefits to employees who have worked in different countries during their careers, often in multinational corporations or organizations with a global workforce.

What is Global Portfolio Management?

Global Portfolio Management involves managing investment portfolios that span multiple countries or jurisdictions. It includes asset allocation, risk management, and investment selection tailored to clients’ unique needs with global investments.

Trusted Global Financial Advisors

At Premia Global Advisors, a team of trusted global financial advisors, we believe in delivering independent and innovative advice to our clients. Founded by Miguel Sosa, who has over 30 years of experience working with families and institutions, our focus is on elite-level service and in-depth customization through strategic partnerships. We spend significant time with our clients and their families to understand their priorities and values, crafting customized solutions and financial plans that not only alleviate concerns but also maximize opportunities to achieve objectives. With us, you’re not just a client; you’re a valued partner on the journey to financial success.

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Premia Global Advisors LLC (“Premia”) is a U.S. Securities and Exchange Commission (“SEC”) registered investment advisor located in Coral Gables, Florida. Registration as an investment advisor does not imply any level of skill or training. A copy of Premia’s Form ADV Part 2A Brochure which includes a description of Premia’s services, fees and business practices is filed with the SEC and available by contacting us, or at the SEC’s website ( www.adviserinfo.sec.gov). Premia and Broadridge are unaffiliated companies. These materials are not intended to be an advertisement or research and may not be distributed in states where Premia is not registered, or countries or jurisdictions where not permitted by law. Any discussion of investment strategies, products, or services is for information purposes only and should not be deemed to constitute the provision of investment advice, or a recommendation, or offer to purchase, or sell securities or pursue any investment strategy. These materials do not purport to contain all the relevant information that investors may wish to consider in making investment decisions and are not intended to be a substitute for exercising independent judgment. We recommend that investors independently evaluate the appropriateness of a particular investment or strategy and consult with an attorney, or tax professional regarding their specific legal or tax situation. Premia does not offer tax or legal advice. No representations are made that investors will be able to avoid loss, or achieve a certain level of performance. Investment results will fluctuate and may be highly volatile, particularly over the short term. Diversification does not protect against loss. Our views are subject to change at any time without an obligation to provide an update. Although the information distributed is based on sources believed to be reliable. We do not warrant its completeness accuracy.

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