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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Let’s Go to the Video Tape….How do Life Plan Communities Manage their Investments?

By Jim Jeffery, CFA

September 18, 2017

We at Solaris Advisors have guided the investment portfolios of many life plan communities and have long been proponents of an approach that balances portfolio risk with operational or enterprise risk. We work with databases that have financial statements of life planning communities to compare the operational statistics of LPC’s to their various asset allocation

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Recently Curated Economic & Market Articles

Current Chart of Interest

September 13, 2017

The chart of the week is from Bespoke Investments and shows the S&P 500 sector year-to-date returns.

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Private Equity Bubble?

September 11, 2017

The Wall Street Journal is reporting on how private equity firms taking the unusual step of selling part or all their firms. The move is prompting some to speculate on a potential bubble in private equity, as firms sit on a Read Article

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