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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How to Build Your Financial “House”

By Amy Brackett

September 21, 2017

What do a financial advisor and a building contractor have in common? On the surface, probably not all that much. Hopefully they can both help you to sleep well at night by providing you a solid foundation, sound advice and guidance, and cost-effective tips. Think of your investment portfolio as a house. Each of the

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Recently Curated Economic & Market Articles

Chart of the Week

January 08, 2018

The chart of the week is from Cambridge Associates’ “Market Matters” and shows that 2017 was an amazing year for record low volatility. In fact, all four quarters rank in the top five low volatility quarters for the S&P 500 since inception in 1990. Note the opposite end of the chart showing the higher volatility meltdown in the fourth quarter of 2008 and first quarter of 2009.

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The Best and Worst Performing Assets of 2017

December 28, 2017

Outside of the incredible gains from cryptocurrencies (Bitcoin up 1500%), 2017 was still a profitable year for many asset classes according to this article from Bloomberg. Many of the best performing equity markets were in emerging or frontier markets (Ukrainian Equities Index up 80%), while Greek debt rebounded significantly.

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