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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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


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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Revisiting Cash Management for Non-Profits

By Jim Jeffery, CFA

January 24, 2018

Back in September 2016, we ran a blog post titled “A Fresh Look at Cash Management”, in which we discussed several important changes that were about to be implemented the following month. The changes involved “prime” money market funds, which offer higher yields because they incur more risk. The changes that were implemented in October

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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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