An experienced partner who understands the complexities and unique requirements of Life Planning Communities.
We designed our Investment Consulting practice to be a valuable resource in the management of a senior living facility’s investment process. Life Planning Communities are special charitable organizations that have distinct investment needs. We use our background in public finance to develop investment strategies based upon the financial strength, liquidity needs/preferences, organizational growth, regulatory compliance and risk appetite of each organization. We can also help with bond proceeds and other aspects of the underwriting processes. Click here for more information on how we approach Investment Consulting for Life Plan Communities.
As investment consultants, we do a lot of modeling to see how different portfolios might perform in different market environments. Of course, these quantitative pursuits are balanced against our qualitative judgments regarding asset classes and their correlation to both other asset classes and the markets in general. The usefulness of any model, however, is onlyRead Article
Back in September 2016, we ran a blog post titled “A Fresh Look at Cash Management”, in which we discussed several important changes that were about to be implemented the following month. The changes involved “prime” money market funds, which offer higher yields because they incur more risk. The changes that were implemented in OctoberRead Article
We at Solaris Advisors have guided the investment portfolios of many life plan communities and have long been proponents of an approach that balances portfolio risk with operational or enterprise risk. We work with databases that have financial statements of life planning communities to compare the operational statistics of LPC’s to their various asset allocationRead Article
Asset Allocation at Life Planning Communities can be a tricky exercise. Unlike a charitable foundation, the core mission of a life planning community involves running a business, with emphasis on financing, marketing, facility management and many other crucial functions. The enterprise risk that is at the core of most life planning communities is, inRead Article
Financial Ratio Analysis, Asset Allocation & Marketing Financial ratios lie at the heart of many benchmarking studies in the CCRC industry and can be crucial elements with regard to strategic planning, financing and refinancing projects. Are these ratios also germane to how senior living investments are allocated? WeRead Article
Eeny, Meeny, Miny, Moe I recently had a prospective non-profit client share a few of the “decision points” his investment committee was concerned with in regard to their investment process. He said that the committee was debating whether they should hire a firm whose marketing focus wasRead Article