A complete list of active advisors currently associated with Solitude Canyon Investment Advisors, LLC
Warmer can help you find a great advisor at Solitude Canyon Investment Advisors, LLC or one who fits your needs even better.
Solitude Canyon provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, businesses and non-profit organizations. Services include development of written financial plans, implementation of investment strategies, and retirement plan participant education and consulting. The firm builds a written Investment Policy Statement for each client and uses a Riskalyze-derived Risk Score to design custom portfolios that are periodically rebalanced; it also offers portfolios structured to prioritize income generation using stocks, bonds, REITs and MLPs. Clients can impose investment restrictions and may receive ongoing reviews and reporting as circumstances change. Notably, the adviser also works with institutional-type clients — including pension or profit-sharing plans and at least one insurance company client — and monitors retirement plan assets as part of its practice, which is less common among similar independent advisers. The firm provides investment management for variable annuities and assists clients in quantifying insurance needs and identifying licensed agents without acting as an insurance seller.
To learn more about the advisors currently working at Solitude Canyon Investment Advisors, LLC, 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 |
|---|---|---|
Fountain Hills, AZ
| 18
|
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