Solaris Capital Partners provides specialized advisory services that assist individuals and families and not-for-profit institutions achieve informed and disciplined decision-making.
Solaris Capital Partners believes that informed decision-making is one of the most critical components to successful investing. The more our clients understand the implications of the choices they have, the more closely aligned their investments are to their needs and objectives. Our Specialized Advisory services evolved directly from our drive to assist our clients to achieve this level of understanding. We use the full breadth of our senior colleagues’ over 150 years of the varied experiences in all aspects of investment, finance, and investment banking to give our clients what we believe is a unique and insightful perspective that augments the success of their investment process.
A non-profit’s ongoing financial success is dependent largely upon its reputation. Its programs, plant and equipment must continue to grow and improve in order for it to maintain and improve its reputation and standing. Better understanding of how the costs of its staff, programs, plant and property interrelate with its endowment is critical to optimizing a nonprofit’s long-term financial strength. Boards and staff have found our singular perspective and focus to be particularly helpful in their prudent and skillful management of their strategic objectives.
For non-profits our unique management tool integrates their endowment investment policy with their current and future budgetary and capital requirements over extended time horizons to assess and monitor their true financial viability and feasibility. For individuals and families we assist the purchase or sale of all kinds of private investments as well as facilitating domestic and international families’ complex multi-generational planning.
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Global stock markets rewarded investors handsomely in 2017, with the S&P 500 up 21.8%, the MSCI All Country World Index advancing 24.0% and the MSCI Emerging Markets Index rising 37.8%. While global equity returns were impressive, there were large return deviations within market sub-segments. In the US, value underperformed growth by over 1,600 basis points, 29.6% to 13.2%. The same pattern held true internationally. Likewise, US companies with larger market capitalization meaningfully outperformed their smaller counterparts. Only real estate and energy-related MLPs disappointed. What went right in 2017 and more importantly, what could go wrong in 2018?Click here to read the entire commentary