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Home > Financial Services > Stock Brokers > Solomon Advisors
Solomon Advisors
Solomon Advisors is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Solomon Advisors is an asset management firm helping people meet their financial goals. They strive to exceed the individual investor's expectations through personalized service and independent research. They monitor investment performance daily. They recommend only those investments that meet their superior standards for potential return and reliability.
The company provides personal attention to their portfolio, their range of services includes such as Estate Planning, and College Planning. It employs a variety of financial models and tools to determine the overall efficiency in their portfolio. They customize a portfolio to suit your individual risk tolerance, and also advise clients on their current portfolio, whether it’s held at another firm or personally managed.
The firm 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 Assessment of Client Goals and Objectives, Establish and Propose an Asset Allocation Model, Creating an Investment Portfolio, Potfolio Management.
Solomon Advisors retains Southwest Securities 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.
The company uses a variety of investment strategies specific to each client's objectives.Bonds has extensive experience in the fixed income arena as well, utilizing Collateralized Mortgage Obligations, out of state CD’s, municipal tax-free and corporate bonds, and related derivative investments and Mutual funds. They use no load mutual funds, exclusively in order to hedge their customer’s positions in times of market uncertainty. These funds provide vehicles to implement short or long positions in times of market uncertainty.
The company research report includes nine stocks, most of which are dividend paying, which have been chosen for relative price stability, and potential appreciation and yield. In selecting these stocks, they utilize proprietary software combined with both fundamental and long term technical analysis while purposely avoiding high profile sectors.
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