A Client-Centered Approach.
What distinguishes Solaris from other advisory firms is our multi-functional approach and our sensitivity to our clients' particular circumstances. Solaris maintains regular contact with all clients, providing investment and market analysis, advice and guidance on a wide range of issues. Each of our client relationships is an ongoing dialogue, and we take care to ensure that we stay attuned to our clients’ changing needs and concerns as they may require strategic or tactical adjustments to their program. We understand that our role is to facilitate better decision-making and to marshal our collective diverse experience around the specific situations our clients face.
Accordingly, we seek to have a limited number of meaningful relationships, each overseen by one of our senior partners.
How We Operate.
In order to provide full-service investment solutions to our clients, we offer Wealth Management, Investment Consulting, Asset Management, and Specialized Advisory services.
- Family Offices
- Cultural & Religious Institutions
- Operating Non-Profits
- Colleges & Schools
Personalized Investment Solutions across classes, styles, liquidity and geographies
- High Income Producing
- Mutual Funds, ETFs, ETNs
- Active and Passive
- Project Modeling
- Private Investments