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About us.

SOLEX LOGO

SOLEX CAPITAL is a new breed of Capital Management and Wealth Advisory firm, leveraging world-class analytics to offer clients a dramatically better option when they are seeking additional incomes.

We are excited about what we do because we feel that conventional approaches to financial planning have led us to a point where people are often paralyzed by fear, confusion, skepticism, frustration, and information overload. We believe we can do better! We are passionate about serving our clients, pushing ourselves to challenge the status-quo, and developing innovative solutions that help people reconsider how to best achieve their financial goals

On-the-ground, global fundamental research is the foundation of our investment approach. Located in the United States, Europe, the Middle East and Far East Asia  our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.

We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital.

Risk management is integral to our portfolio construction. Our independent global risk management team provide objective monitoring of all our portfolios to ensure our investment teams understand the balance of risk and return and our investment strategies deliver their expected pattern of performance.

Each of our investment platforms offers clients a wide range of investment strategies designed to provide specific outcomes, In order to optimize a portfolio’s performance, it is critical to consider both risk and reward.

We work with our clients to determine their long-term risk and return goals, applying our asset allocation expertise to help them achieve targeted outcomes. We dynamically manage a portfolio’s asset mix over its lifetime, adding or reducing exposures to meet specified mandates using our proprietary market forecast as a guide.

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