Client Advantages

Comprehensive expertise in specialized planning, fiduciary and investment solutions for high net worth clients.  We have highly experienced professionals specializing in multi-generational wealth management.  Our integrated approach provides client families with customized advice in areas such as financial and tax planning; asset strategy and investment management; trust, charitable and estate planning; estate administration; private equity and direct investment; credit services and risk management.

Objective advice and oversight.  Solamere Advisors combines a highly skilled professional team and the open architecture of the firm to provide a true alignment of interests with our clients.   We put the needs of our client’s first with independent, objective advice.

Sophisticated investment management.   Investments are the core strength of our firm and for the majority of our relationships.  Our philosophy, our structure and our capital are committed to managing success while minimizing risk.   We seek opportunities that are appropriate for each client with an emphasis upon preserving the success that they have thus far achieved.

Confidence in our advice.  Our owner partners participate with our own funds in the same solutions that are offered to our clients.

Fee structure.  Our services are usually covered through a fixed quarterly fee on the assets under our management, or for the services that we provide.   There are no conflicts such as sales incentives, fee sharing or soft dollar arrangements.  Our success is partnered with the success of our clients and their continued satisfaction.

Security of information and assets.  Client assets are held at Pershing, a wholly owned subsidiary of Bank of New York Mellon Corporation, which carries credit ratings of A and Aa2 from S&P and Moody’s, respectively1.  The Bank of New York Mellon Corporation is the world’s largest custodian with $22.1 trillion in assets under custody.

Private Firm.  Solamere Advisors is wholly owned by its employee partners and a limited number of investor families who are also our clients.   We are focused upon the strength of our family network and diligent about the protection of our reputation.   We are free from the short-term focus and pressures often encountered by publicly-held firms.

Unparalleled Access. Solamere Advisors has access to the finest resources, including money managers, independent research, hedge funds, tax consultants, private equity, legal counsel, investment banks, philanthropic planners, banks and insurance providers.  All of the advantages gained from this access are passed directly on to our client families.