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

U.S. Expected to Become World’s Largest Oil Producer by 2023

March 05, 2018

The Wall Street Journal is reporting on research from the International Energy Agency (IEA) that expects the United States to become the world’s largest producer of oil by 2023. With production expected to rise, exports are projected to increase and pricing to become less volatile. U.S. oil production has Read Article

China’s Impact on the Emerging Markets

March 05, 2018

Bloomberg has an article on China’s rapidly growing economy and impact on emerging markets funds. China now accounts for 27% of the MSCI Emerging Markets Index, up from only 9% ten years ago. One of the major reasons for this ascent has been the spectacular growth in average GDP per capita, which has increased 13% per annum for the past ten

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