What to Expect

Personalized Asset Management is built upon a foundation of trust; trust that we believe is earned through consistent, dependable client interactions. SOL takes the time to develop a personal relationship, generating an informed dialogue with each client we serve. We constantly strive to exceed your expectations and surpass the highest standards of excellence.

As a first step, we learn about your current financial situation. We work to fully understand your investment goals and liquidity needs, as well as the level of risk you are willing to assume. Then with your input, our investment committee designs your portfolio's target asset allocation. The selection of securities is done within the framework of this allocation. We make every effort to utilize a broad array of quality investment products, including institutional class and high minimum investment mutual funds.

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 one of the founding principals, a skilled investment analyst and a knowledgeable client relationship specialist. And because our client base is select, SOL is able to devote more time to monitoring your unique needs.