sardona global advisors logo
CLIENT ACCESS

Tailored Strategies for Lasting Wealth

BUILD YOUR FINANCIAL FUTURE WITH US

Welcome to Sardona Global Advisors LLC – Your local investment manager with Swiss roots

CONTACT US

OUR SERVICES

We strive to help our clients achieve their financial goals.

Individualized investment advice

Customized portfolio and investment strategy

Comprehensive long-term estate and tax planning

Asset consolidation, monitoring, and analysis

How do we manage and build your financial future?

  • Active management
  • Bottom-Up Fundamental Research
  • Long-Term Approach
  • Single View of Risk
  • Discipline and Patience
Active management
We actively select and adjust your investments based on our market forecasts and risk management.
Bottom-Up Fundamental Research
We use quantitative and qualitative selection processes for your investments. Each one undergoes rigorous analysis and research.
Long-Term Approach
Our goal is to establish strong relationships with each client. Personal attention, trust, and transparency are the core values of our company.
Single View of Risk
Markets can be inherently inefficient. Through careful stock selection, we aim to find investment opportunities with an attractive risk-return profile.
Discipline and Patience
We are patient and act quickly. When our investment criteria are limited, we seek alternative solutions for our clients.

Our partner bank:

stonex logo

Our management team

Tradition you can trust

Heiner Speich

Managing Partner

Luciano Duque

Managing Partner

Sardona Global Advisors is part of Sardona Group

The Sardona Group is a conglomerate of several companies, all of which are completely independent and located in the main financial center, allowing us to offer you a customized solution for your financial situation on a global level and independently.

Get in touch and start your financial future with us.

Please do not include any personally identifiable information in your message, such as account numbers, social security numbers, usernames, or passwords. This form is for general inquiries only. Please fill in all of the fields below, as they are required.

    SARDONA GLOBAL ADVISORS LLC

    Contact

    +1 832 475 8255
    customerservice@sardona-capital.com

    Legal Notice

    Sardona Global Advisors, LLC is registered as an investment advisor with the Florida Office of Financial Regulation (OFR).  All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. If you are interested in our services, please e-mail us or call and request our Disclosure Brochure (Part II of the Form ADV); which provides detailed information about Areti Capital Advisors, LLC and any inherent risks that may be associated with our services.

    © 2025 Sardona Global Advisors. All Rights Reserved