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Solomon Advisors
1400 Preston Road 4th Floor, Plano, TX. 75093
Phone: (972) 239-4112 Fax (972) 239-4105
sam@solomonadvisors.com
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Investment Services
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Solomon Advisors, provides personal attention to your portfolio, be it large or small. Our range of services includes:
Solomon Advisors employs a variety of financial models and tools to determine the overall efficiency in your portfolio. We customize a portfolio to suit your individual risk tolerance, and also advise you on your current portfolio, whether it’s held at another firm or personally managed.
Solomon Advisors offers each client personalized portfolio management and access to the professional expertise of some of the most seasoned advisors in the financial arena. We offer a complete range of investment services for every portfolio size, large or small. The objectives you define will help your advisor to determine which services are right for you. In most cases, your investment consultant will recommend diversifying risk as much as possible while seeking to achieve your return objective.
 Solomon Advisors recognizes that no two investors have the exact same needs. Therefore, we work closely with each client to customize an investment portfolio that is based on specific goals, risk tolerances and time horizons. We add value to our clients by creating and managing customized investment portfolios.
Our investment process consists of a series of Four Steps to ensure that each client receives investment management that is specifically tailored to meet their short and long term objectives. The four steps are as follows:
STEP 1: Assessment of Client Goals and Objectives
Solomon Advisors considers several factors to help ensure that each client obtains investment management that is tailored to meet their individual goals. We will take the time to review each client's relevant financial information such as liquidity needs, income potential and personal preferences. Then we will mutually decide on an asset management plan, as well as, determine appropriate expectations with regard to achieving our objectives. The majority of our investment decisions depend on the quality of information obtained from this step.
STEP 2: Establish and Propose an Asset Allocation Model
Solomon Advisors believes that for investors to have the best opportunity to participate in investment growth while reducing exposure to a substantial amount of risk, it is important to create a diversified portfolio that may include various industry sectors, asset classes and investment styles.
STEP 3: Creating An Investment Portfolio
In order to build a diversified portfolio, Solomon Advisors believes that each and every investment decision should be supported by comprehensive and thorough research. All of our research is conducted in-house and rarely considers reports prepared from large financial institutions.
We also believe, yet despite any previous and proven effectiveness, investments in the stock market can not be left unattended. Our investment research shall always remain flexible in order to be effective in a variety of market environments. Therefore, our investment decisions are tempered, monitored and reviewed on an ongoing basis.
STEP 4: Portfolio Management
Solomon Advisors continually monitors each client's portfolio and provides performance reports on a confidential basis and always in a timely manner.
 Solomon Advisors provides block-trading services and strives to ensure that:
- Your orders are worked with only one goal in mind, to get the best possible price on every transaction. Minimizing market impact is key to this objective.
- Your anonymity is always protected. This allows Solomon Advisors to work large blocks quietly and efficiently.
Solomon Advisor's customer acounts are maintained through E*Trade Financial to hold cash and securities, issue trade confirmations and statements, along with other reporting services including state-of-the-art computerized record keeping and real-time portfolio updates.
A NOTE ABOUT RISK: **It is important to note that investing in the market involves risk and may result in the loss of principal and that diversification of funds does not insure against loss. The strategies and/or services listed above may not be suitable for all individuals and detailed information regarding suitability and asset allocation may be obtained from Solomon Advisors.
* All orders, both directed and non-directed, are routed through E*Trade Financial for execution. |
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