Investment Approach

SOL places a premium on preservation of capital and the pursuit of long-term growth. Our investment committee keeps your best interest foremost in mind when building portfolios to suit your distinct investment requirements, risk tolerance and need for income and liquidity. Our portfolio managers aim to provide the highest quality advice, while always adhering to our core investment philosophy.

1. Diversification is the Key to Success

2. Quality at the Right Price

3. Discipline and Staying the Course

4. Patience is a Long-term Vision

5. Common Sense --- All that Glitters Isn't Gold

We are passionate about helping you achieve your investment goals and are committed to providing a cohesive and disciplined approach to managing your wealth. Our investment committee designs asset allocation strategies that we believe enhance the quality and performance of your portfolio.