Solaris Advisors joins Klingenstein Fields
We provide specialized advisory services that assist individuals and families and not-for-profit institutions achieve informed and disciplined decision-making.
We believe 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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Despite the weight of looming geopolitical and trade-related threats and a marked slowdown in global economic growth, US stock and bond markets continued to post gains during the third quarter and are well above trend year-to-date. The concurrent run-up in risk assets and safe havens such as US Treasuries underlines the confusion with which investors are grappling. Further, if September is any indication, stock market leadership appears to be shifting away from momentum-oriented stocks with extreme overvaluations towards more traditional value names.Click here to read the entire commentary