A complete list of active advisors currently associated with Solist Financial

Warmer can help you find a great advisor at Solist Financial or one who fits your needs even better.

The firm provides ongoing, discretionary portfolio management, pension consulting, and integrated financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and business entities and related trusts. Services include investment strategy development, asset allocation and security selection, ongoing risk assessment, and coordination of investment decisions with clients’ broader financial circumstances. Its investment approach combines fundamental, technical, quantitative, and macroeconomic analysis to construct tailored portfolios that are monitored continuously; the firm may employ long-term strategies and, where appropriate, margin, options, structured products, private placements, pooled investment vehicles, and digital assets. Management is generally fully discretionary, and the firm works with clients to establish objectives, risk tolerances, and any reasonable account restrictions that govern implementation. Distinctive features include affiliated entities that operate an insurance brokerage, a mortgage brokerage, and a sponsor of private investment vehicles, and a supervised person who maintains a broker-dealer registration; the brochure discloses that affiliated insurance commissions, lending profit distributions, and fund-level management fees or carried interest create potential conflicts of interest. The firm also uses a specialized digital-asset custodian for certain holdings and discloses use of leverage and derivatives in client accounts, practices that are less common among similarly sized peers.

To learn more about the advisors currently working at Solist 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.