What is Investment Management?

What is Investment Management?

Investment management is an integral part of wealth management and your financial plan. We offer advice on investment management to help you map out your financial future. Once you have discovered your “why”, we can assist in the “what”.

Our fee-based asset management programs are not tied to one type of investment product, which allows us to choose from thousands of investments. We also offer traditional brokerage accounts which some clients prefer to manage their fixed income portfolios with offerings such as individual municipal, government and corporate bonds.

At Solomon Private Wealth,  we collaborate on ideas to create customized investment strategies to help you pursue your goals. Our advisors note the importance of risk analysis and using multiple sources to research and identify investments to build your portfolio.

At Solomon Private Wealth, we collaborate with some of the most prominent resources to create customized investment strategies that help you in your investment Journey. We bring Wisdom to WealthTM.

Investment Options

  • Equity Portfolios
  • Fixed income Portfolios
  • Mutual Funds/Exchange Traded Fund Portfolios
  • Separately Managed Accounts
  • Alternative Investments and Private Strategies
  • Tax Aware Concentrated Stock Strategies
  • Socially Responsible or ESG Screened Portfolios