Investment Management

At Solari Investments, LLC. our investment management strategy is based on providing "institutional style" portfolios for the individual investor whether inside or outside of a retirement account.

The strategy aims to enhance performance and control volatility by tilting portfolio weightings toward asset classes believed to be more attractive than others and to underweight areas of perceived higher risk.

Depending on many different economic and market factors, our clients accounts will be strategically over-weighted and under-weighted on an ongoing basis among the various sub-asset classes, which may include: Growth and Value, Large, Mid and Small-Cap U.S. equities, International equities, Emerging Markets (equities and debt), Commodities, Currencies, TIPS, REITs, Treasuries, Corporate and Municipal Bonds and Cash.  

"We leverage the research and expertise of some of the world's largest pension advisors to provide our individual clients with what we feel to be the most intelligent way to manage assets".



Contact Solari Investments, LLC. today for more information.