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.
Experience
SOL has accumulated over 2.4 billion dollars in assets under management and consultation. This success is attributable to decades of experience in high net worth portfolio management and the role of trusted partner and investment adviser bestowed upon us by our clients.
Superior Service
Working closely with our clients helps them acquire and maintain the level of comfort needed to delegate investment responsibilities. Our clients gain confidence knowing a skilled team of highly principled professionals are assisting them in managing their investment needs.
