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:
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.
An ongoing relationship via retainer: This is a traditional client
relationship that is renewed for 25 week periods by mutual agreement.
We may also be reached via telephone: (731)
764-5168