TAILORED INVESTMENT STRATEGY FOR LASTING WEALT

TRADITION YOU CAN TRUST

Welcome to Sardona Global Advisors LLC – Your Personal Wealth Manager with Swiss Heritage.

We emphasize individualized portfolios, long-term relationships, and disciplined research-driven investment strategy over one-size-fits-all products. We offer personalized investment advice, customized portfolio strategy, and estate and tax planning — built one client at a time.

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

Our Custody Partners:

stonex logo

StoneX Group Inc. — Institutional Brokerage & Clearing 

StoneX Group Inc. (formerly INTL FC Stone) is an institutional-grade financial services network registered with the U.S. Securities and Exchange Commission (SEC) and a member of FINRA. StoneX serves more than 32,000 commercial, institutional, and payments clients across 180 countries, providing:

  • 24-hour global execution capability.
  • Real-time portfolio and securities pricing.
  • Consolidated global reporting across multiple
    custodians.
  • Customer securities — including stocks, ETFs, and bonds — are held
    at three of the world’s most trusted depositories.

Our management team

Sardona Global Advisors is led by its founder and its chief executive, with a shared commitment to disciplined, transparent, long-term investing based on the Swiss banking tradition.

Heiner Speich

Founder & President

Luciano Duque

CEO, COO & Investment Advisor

Mauricio Hernandez

Associate

Sardona Global Advisors is part of Sardona Group

Sardona Global Advisors, LLC (“SGA”) is part of a group of affiliated in companies operating fully independently under the “Sardona Group” Each entity shown above is a fully legally separate, independently owned and operated, and subject to the laws, licensing requirements, and regulatory oversight of its own jurisdiction.

 

Sardona Global Advisors, LLC is only registered as an investment adviser with the Florida Office of Financial Regulation Its responsible only for the investment advisory services it directly provides to its clients. Sardona Global Advisors, LLC does not provide or is not responsible for any brokerage, real estate, multi-family office, or other services offered by any other Sardona Group entity.

 

Common ownership among Sardona Group entities may create a conflict of interest, including where Sardona Global Advisors, LLC its principals, or its supervised persons refer clients to, or receive any economic benefit from, another Sardona Group entity. Any such relationship, and any associated compensation, is described in Sardona Globa Advisors’s Form ADV Part 2A. Clients are under no obligation to use the services of any other Sardona Group entity, and are encouraged to independently evaluate the suitability, licensing, and regulatory status of any such entity before engaging its services.

Get in touch and start your financial future with us.

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