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

Webinar: The Hidden Utility in Your 'Everyday' Financial Ratios

By Jim Jeffery

March 29, 2018

Are you utilizing the full power of your financial ratios to aid in future financial success? Do you use your 'everyday' ratios (debt service coverage, days cash on hand, operating ratio) to strategically optimize your asset allocation? These ratios have more utility than you might think. Join Jim Jeffery as he hosts a webinar entitled "The Hidden Utility in Your Everyday Financial Ratios.” While this webinar is geared toward the Life Planning/Senior Living

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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

The Dominant Dollar

September 05, 2018

The Financial Times has an article on the increasing reliance on the U.S. dollar in emerging economies. According to the Bank of International Settlements (BIS) and analysis from JP Morgan, almost half of foreign exchange funding, on a global level, is dollar-denominated. The emerging markets are even more reliant on the U.S. dollar, which

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Are Emerging Markets a Bargain?

September 03, 2018

The Wall Street Journal has on article on whether now is the time to make a contrarian investment in the emerging markets. In short, the Journal concludes that the answer is “No.” The MSCI Emerging Markets Index is currently trading at only 11x estimated earnings (vs. 17x for the S&P 500); however, per the article, the lower valuation is

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