What Makes us Different?

Solomon Wealth Management is independent but not alone. Our Registered Representatives are affiliated with Kestra, we utilize Portfolio Management Consulting Group (PMC) for Research and Portfolio Construction. Through these relationships, we create and manage portfolios made up of individual equities/ETF's and institutional class mutual funds.

Our independence allows us to be comprehensive, and have a business model that is not predicated on the sale of proprietary financial products, allowing us to focus on our client’s goals, rather than the sale of a firm’s proprietary investment and insurance products.

Our company provides wealth management services within a strategic allocation structure with a tactical approach. We not only subscribe to the modern portfolio theory but also utilize the endowment model style. Endowment models* add in an element of alternative investments that provide a non-correlated investment to the portfolio, and thus a more diversified allocation.

All markets are not equivalent and sometimes a tactical approach is required to manage market sector rotations. We pride ourselves on managing assets in turbulent markets while tactically seeking to minimize downside risk.

* Endowments have limited liquidity needs, significantly longer time horizons and the ability to pursue less liquid asset classes more aggressively than an individual retail investor. Individuals typically have higher liquidity preferences and a finite time horizon. Investing involves risks including the potential loss of principal. No strategy or product can assure success or protects against loss.

Portfolio Management Consulting Group (PMC) is not affiliated with the firm, Kestra IS, or Kestra AS.