A complete list of active advisors currently associated with SOL Financial
Warmer can help you find a great advisor at SOL Financial or one who fits your needs even better.
Sol Financial is a small independent advisory firm that serves individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and certain investment-company clients. The firm provides discretionary portfolio management, financial planning, and venture capital advisory services, and may recommend private placements including an affiliated private real estate debt fund to eligible investors. The firm documents client goals and risk tolerances in an Investment Policy Statement, accepts discretionary trading authority to implement asset allocation and security selection, and performs at least quarterly account reviews. Its investment methods include fundamental and quantitative analysis, modern portfolio theory, technical/charting approaches, and it may deploy long- and short-term trading, options, margin, private placements, and venture capital positions where suitable. Compared with peers, Sol Financial’s combination of venture capital advisory work, an affiliated fund that originates and holds real estate debt, and personnel affiliations with insurance and real estate brokerage activities is uncommon for a firm of its size. Those relationships and any resulting manager compensation are disclosed to clients and managed through suitability reviews and informed-consent documentation, and the firm’s client base notably includes investment-company clients and various institutional and charitable account types that are less common among similar independent advisers.
To learn more about the advisors currently working at SOL Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 6
|
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