Traditional portfolio management with superior client service.
We are laser-focused on each client's unique combination of investment goals, risk tolerance, and income and liquidity requirements. We offer our clients a choice of investment management portfolios to meet their specific individual requirements and needs and we customize all our services to meet them. We strive to act in partnership with our clients to address them as they change over time.
We may invest in all kinds of domestic and foreign stocks, bonds, mutual funds, exchange traded funds and notes, and partnerships including those that invest in specialized asset classes like real estate. We custom tailor our selection and types of investments to each individual client’s objectives.
We draw on our considerable investment experience over almost five decades supported by the firm’s seasoned client service, administrative, legal, and technology colleagues. This special combination and depth of intellect, expertise and resources provides the infrastructure for ongoing investment excellence and superior client service.
Solaris believes that securities representing the greatest opportunity for appreciation are those exhibiting the most attractive future growth potential relative to current valuation. Operating within prudent risk/diversification guidelines, we strive to protect portfolio principal by tilting a portfolio's mix of stocks and bonds, active and passive, and adjusting sector and market cap exposure based upon changes in corporate, economic and financial market trends. Beyond seizing opportunities, a primary tenet of our philosophy is to protect portfolio principal through prudent risk management. And for taxable portfolios, we are mindful to offset or delay gains in order to reduce our client's tax burden.
Most investment management accounts are managed on a discretionary basis. The client gives us the authority and responsibility to formulate and then implement an investment strategy that the client has approved. That discretion means, among other things, that we decide which securities to buy and sell, when to buy and sell, in what amounts, and if applicable, through which brokers or dealers and at what commission rates or bid/ask spreads. While we maintain each client account on our portfolio accounting system, an unaffiliated, qualified, custodian holds the client’s securities and cash and reports directly to the client on a periodic basis.
Whether investing in stocks, bonds, mutual funds, domestic or foreign, we construct portfolios to meet that client's needs. Depending on time, geopolitical and market conditions among other things, the method of valuation and selection will differ by asset class, style, sector, industry or security. Our portfolios exhibit characteristics consistent with our primary goal of preserving wealth while enhancing risk-adjusted return, after all fees.
Following its worst year since 2008, the market roared back in the first three months of 2019, delivering its best quarter in nearly ten years. Fittingly, on the last day of trading the Lyft IPO priced at the top of its range with strong investor demand and, for the third time, the UK Parliament voted down the proposed Brexit plan. These countervailing notes of optimistic froth and continued global concern highlight the tension that investors face. Likewise, the prospect of a less vigilant Fed has buoyed the market but also points to the reality of slowing growth here and elsewhere around the globe.Click here to read the entire commentary