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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How to Build Your Financial “House”

By Amy Brackett

September 21, 2017

What do a financial advisor and a building contractor have in common? On the surface, probably not all that much. Hopefully they can both help you to sleep well at night by providing you a solid foundation, sound advice and guidance, and cost-effective tips. Think of your investment portfolio as a house. Each of the

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Recently Curated Economic & Market Articles

Current Chart of Interest

November 14, 2017

The chart of the week is from Factor Investor and depicts the rolling performance of U.S. vs. foreign equity markets.

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Yale’s CIO is Troubled by Low Volatility

November 29, 2017

Bloomberg summarizes an interview with David Swenson, CIO of the Yale endowment, regarding his concern with the persistence of low-volatility and the near-term prospects for lower market returns. Swenson is “warning university officials to expect returns, as little as 5% annually, which would be down from previous assumptions of

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