About

Why Choose SOL Our Values Team

STRATEGIC. OBJECTIVE. LONG-TERM.

 

simplified employee pension

STRATEGIC. OBJECTIVE. LONG-TERM APPROACH TO WEALTH MANAGEMENT…THAT’S SOL.

 

Our clients’ trust in us is our greatest reward, and our greatest responsibility. Our commitment to that trust is the foundation of our firm. That’s how we define integrity.

 

That dedication to integrity is why we utilize our extensive collaborative experience to provide you with guidance that is thoughtfully strategic, completely objective, and diligently organized, with a long-term approach to your wealth management. We are able to be completely aligned with your financial goals in a way that few firms can. On a global scale.

 

That integrity defines us as an advisory, and it is our pledge to you.

 

We strive to provide services that exceed our clients’ expectations. We carefully and thoroughly assess every objective and decision with our highly skilled investment committee, monitoring our clients’ portfolios with established standards. Our thirty years of comprehensive experience allows us to devise and monitor an investment approach with discipline.

 

Our longevity as a firm provides a strong historical context in global insight and wealth management, yet our outlook and knowledge is truly modern, uniquely positioned to be efficient, conscientious and confidential. We track every aspect of our clients’ investment plan with careful attention, and our long-term approach means our clients can have a team of vigilant advisors throughout their lifetime.

Why Choose SOL

Strategic. Objective. Long-term.

Our long-term approach means dedication and continued vigilance throughout our clients’ lifetime and for generations to come.

Historical Context. Modern Culture.

We strive to provide services that exceed our clients’ expectations.

 

We carefully and thoroughly assess every objective and decision with our highly skilled investment committee, monitoring our clients’ portfolios with established standards. Our thirty years of comprehensive experience allows us to devise and monitor an investment approach with discipline.

 

Our longevity as a firm provides a strong historical context in global insight and wealth management, yet our outlook and knowledge is truly modern, uniquely positioned to be efficient, conscientious and confidential. We track every aspect of our clients’ investment plan with careful attention, and our long-term approach means our clients can have a team of vigilant advisors throughout their lifetime.

Trust that Spans Generations

At SOL, we are committed to your ever-evolving goals. For now, and for years to come.

 

As specialists in helping to ensure your financial legacy, the team at SOL seeks to go beyond wealth management to provide clarity and education for family members in a way that is intended to be both informative and instructive. As part of the SOL family, we are always available to you and your family for any questions that might arise. Whether it’s financial literacy and responsibility, wealth stewardship, or succession planning, SOL endeavors to provide transparency and guidance around financial planning in line with our philosophy of integrity.

 

We value our clients’ trust in us. And it’s a trust that spans generations.

Our Values

We are unconstrained globally.

SOL oversees a dynamic, universal financial ecosystem that is globally unconstrained, while simultaneously supplying personalized and highly specialized guidance to our clients.

Our Benchmark is Your Benchmark.

By aligning our expertise to your financial objectives, we seek to become indispensable to your wealth management, helping you and your family to navigate the many milestones that life has to offer with objective guidance and thoughtful planning.

 

We do that by maintaining strict standards of knowledge into the global markets, a relentless focus on privacy and confidentiality, and honoring our commitment to you and your family’s financial goals. With over thirty years of experience, we strategize a long-term roadmap to help solidify your legacy.

We know that no two families are the same. No two investment strategies are the same.

 

That’s why every roadmap is customized to your individual needs.

Strategic On a Global Scale

With offices in metropolitan Washington DC, New York and Israel, SOL provides insight and asset management on a global scale. With borders constantly in flux, the SOL team is relentlessly committed to staying abreast of laws and regulations that affect the current state of the market at home and overseas, providing their clients with a truly universal, yet highly personalized wealth management experience. We strategize globally, but we are invested in you personally.

diversity - SOL

Objective, Unbiased Guidance

SOL is a global, yet independent wealth firm based in the United States. With no parent organization dictating products or pushing sales pitches, our firm is committed to independence and impartiality as a core principle of the advisory. Our objective guidance allows us to be completely transparent about your financial goals, and absolutely dedicated to the preservation of your wealth. Integrity has no bias, and integrity is our mission.

Long-term Approach to Wealth Management

With over thirty years of experience and supported by a team of investment professionals, we strive to stand apart as a firm that our clients trust, not just with their own wealth, but with the wealth of their families. Our commitment to your financial wellbeing is disciplined, comprehensive, and designed to last for generations. We are with you every step of the way. When you trust us with your wealth management, you become a part of our family–the SOL family.

Our Long-Term Approach Means Dedication and Continued Vigilance Throughout Our Clients’ Lifetime.

Meet the Team

Our team members are committed to you, to our philosophy, and to ensuring that our clients get the right strategy, plan and attention consistent with their unique needs. Our team of wealth management experts including client relationship administrators, portfolio managers and analysts will work together to uphold SOL’s values to best serve the other half of the SOL family: you.

Founding Partners

Rajmiel Odinec

CEO and Chairman of the Board

Sam Sandler

President

Management

Sandra Horne

Vice President and Chief Compliance Officer

Barbara Karwoski, CPA

Chief Financial Officer

Investment Committee

Karin Schultz

Senior Portfolio Manager

Rahm Dvir

Senior Portfolio Manager

Adam Sauri, CFA

Senior Portfolio Manager

Monique Sinmao

Senior Portfolio Manager

Brett Somerville

Portfolio Manager

Surdiv Vijayakumar

Trader

Joming Chiang, CFA

Portfolio Manager

Client Services

Angélica Camp

Client Relationship Manager

Gabriel Hernandez

Client Relationship Manager

Moisés Abascal Carrasco

Client Relationship Manager

Sergio Contijoch

Client Relationship Manager

Douglas Ventura

Client Relationship Administrator

Christopher Virgili

Client Relationship Administrator

Kasia Butkowska

Client Relationship Administrator

Manfred Klee

Client Relationship Administrator

Oscar Londono

Client Relationship Administrator

Business Development

Marcus Odinec

Vice President - Business Development / Client Relationship Manager

Operations

Nancy Thompson

Senior Operations Analyst

Melva Shelor

Operations Analyst

Leigh Ann Aultice

Operations Analyst

Administration

Kyle Whelan

Director, Technology and Cybersecurity

Jeffrey Lewis, CRM, CIP, MLS

Manager, Information Governance

Monique Friedman

Manager, Accounting and Human Resources

Vanessa Sandler

Manager, Client Technology and Reporting

Parinitha Gaddam

RPA Specialist

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SOL Capital is engaged, or continues to be engaged, to provide investment advisory services.