The Solaris Group is a specialized wealth strategy, investment consulting & asset management firm.

We work on behalf of individuals, families and family offices, foundations and charitable programs and other non-profit institutions including schools, colleges, cultural institutions, religious organizations and senior living facilities.

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Mission

A Client-Centered Approach.

Our mission is to optimize performance while serving each client and advisor with the highest level of integrity, professionalism, objectivity, discretion and accountability. At Solaris, we place primary emphasis on our commitment to each client.

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Our Expertise

Our services focus on four main areas.

  • Wealth Management
  • Investment Consulting
  • Asset Management
  • Specialized Advisory

Commentaries

Blogs and White Papers

Effective Endowment Management for 501(c)(3) Institutions

By Albert Bellas

August 08, 2017

Endowment management is a relatively young concept. Serious consideration to both the maintenance and utilization of an institution's endowment began in the 1970’s. Today, an institution's endowment is understood to be not merely an additional level of its financial security, but an absolutely critical part of it. In fact, a well-managed endowment may well be the only guarantee of its survival.

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Recently Curated Economic & Market Articles

Chart of the Week

August 17, 2017

The chart of the week is from The Wall Street Journal and shows the incredible migration from active mutual funds to passive/index funds. The underlying article discusses how the world’s largest pension fund (Japanese $1.4 trillion Government Pension Investment Fund) is preparing to move more into active management.

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Hedge Funds Have Stopped Hemorrhaging

August 15, 2017

Bloomberg is reporting on a survey released by investment consulting firm NEPC that shows endowments are reassessing hedge funds and their role in portfolios. Per the article, “almost two-thirds of the survey respondents plan to maintain current exposures” to hedge funds. One potential reason might be that endowments expect lower

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