Adding Value: Trust

We strive to manage our clients' wealth with prudence and the expertise gained from thirty years of constructing disciplined and comprehensive investment plans. Our goal is to represent our clients' best interests with integrity and objectivity at all times. We strongly believe this steadfast commitment to our clients' distinct needs is the surest path to create a high level of value-added trust; trust earned by delivering superior quality and service.

With SOL as your investment partner, you have at your service an experienced team of professionals who are grounded in our core investment philosophy. Each client team includes the Chief Executive Officer/Chief Investment Officer, the portfolio manager, the lead portfolio reviewer, a business development adviser and a client relationship manager. Additionally, each client team receives deep support from our operations, trading and administrative staff.