At Solari Investments, LLC we work with individual investors and retirement plans to develop fully diversified, "institutional style" managed accounts customized to your needs and preferences. We have formed an affiliation with and act as a soliciting agent for Curian Capital, LLC. Curian is a registered investment advisor based in Denver, CO . Solari Investments, LLC does not actively trade and manage investment accounts. www.curian.com
1. Set Personal Objectives and Create Risk Profile
2. Develop Individual Asset Allocation
3. Create Personalized Investment Policy Statement (IPS)
4. Build and Implement The Portfolio
5. Monitor and Adjust the Portfolio
6. Communicate and Rebalance
