Sol Capital Management Co

SOL Capital Management Company, established in 1987, offers investment management and consultation services to high-net-worth individuals, corporations, family offices, and more. The firm manages discretionary and non-discretionary accounts, providing investment advice on various securities. Clients can receive financial consulting services on a case-by-case basis. SOL Capital's fee structure is based on a percentage of assets under management, with negotiable fees for amounts over $100 million. The firm's investment philosophy involves a rigorous manager selection process, focusing on mutual funds, index funds, and ETFs. SOL Capital follows a four-step process for manager selection, emphasizing performance history, investment style, and risk management. The firm does not engage in performance-based fees or side-by-side management. Clients with a minimum net worth of $5 million are typically accepted, with exceptions considered based on various criteria. SOL Capital does not recommend private investment funds but may assist clients upon request. The firm acts as a fiduciary, prioritizing clients' best interests and maintaining a Code of Ethics to prevent conflicts of interest. Clients receive regular account reviews, statements, and access to an online reporting website. SOL Capital provides voting services for client securities and follows a transparent proxy voting process. The firm does not hold client assets directly but utilizes qualified custodians. Clients can contact the Chief Compliance Officer for any questions or concerns regarding the firm's practices.