en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
North America
      
USA
      
New York
      
New York
      
Advisors & Consultants
      
Solaris Group, LLC
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Solaris Group, LLC
 
 
Mission statement: 

Our Mission: A Client-Centered Approach.

Our mission is to serve each client and advisor with the highest level of integrity, professionalism, objectivity, discretion and accountability. At Solaris, we place primary emphasis on our commitment to each client. Accordingly, we seek to have a limited number of meaningful relationships, each overseen by one of our senior partners.

What distinguishes Solaris from other advisory firms is our multi-functional approach and our unique sensitivity to our clients' particular circumstances.

We employ a rigorous and detailed process incorporating creativity and flexibility to achieve each client's goals, working closely with our clients to ensure our mutual understanding of needs, risk tolerance, restrictions and other parameters.

We work with clients to create objective standards to measure success. We provide reporting customized to each client's guidelines and specifications. We are very sensitive to our clients' privacy, strictly observing client confidentiality.
Overview: 

The Solaris Group is a specialized global wealth strategy and asset management firm for ultra high net-worth individuals, families and family offices, foundations and charitable programs, and institutions. We offer our services to individual and institutional clients around the world.

The firm has three related tenets:
• Imbue the organization with a client-centric mission
• Maintain independence and avoid conflicts of interest
• Act in accord with the highest ethical standards

We place primary emphasis on our commitment to each client. Accordingly, we seek a limited number of meaningful relationships, each managed by one of our four founding partners. Partner involvement includes not only strategy development but also the implementation of wealth management and investment management assignments.


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©