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

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

200 China Stocks Join MSCI Index

May 15, 2018

A Wall Street Journal article on MSCI, the global provider of market indices, notes the addition of 234 Chinese stocks (“A-shares”) to the Emerging Market Index and the China Index. The new shares will comprise only 40 basis points of the Emerging Market and 130 basis points of the China Index. The decision is the culmination of a three-year process, which required

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Research Finds Smaller is Better for Hedge Funds

May 11, 2018

Institutional Investor is reporting on research that indicates smaller hedge funds are more likely to outperform larger hedge funds. The researchers separated hedge funds into three categories: Small (less than $10 million); Medium ($10 - $100 million); and Large ($100 million +) and included data from 1994 to 2016. The study points to the disincentive

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