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Foundations looking for assistance in aligning their investment policies, portfolios and performance with their mission and values can consult with Solari Investment Advisory Services using two different approaches:

  1. A one-time consultation: This two hour consultation is designed for investors who have a specific issue and need a limited amount of time to understand how to apply our approach.

  2. An ongoing relationship via retainer: This is a traditional client relationship that is renewed for 25 week periods by mutual agreement.
 
What is it that you would like us to help you accomplish?
Please select the type of relationship you are interested in:
Consultation
Retainer
Undecided
First Name   Last Name
 
Mailing Address   City, State, Zip
 
Telephone   e-Mail Address
 
     
 

We may also be reached via telephone: (731) 764-5168

 

 
 
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