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Database

Senior Living Investment Database

              We have been building a database on senior living investment portfolios, and as investment consultants, we wanted to share some of that information with you. We started by looking at the largest senior living multi-site organizations. Some of these organizations have spread their tentacles into several geographic locations and […]

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Jim Jeffery Joins Solaris Advisors, LLC

            We are pleased to announce that Jim Jeffery, the founding and principal partner of Jeffery Asset Management has joined Solaris Advisors LLC to lead their team serving non-profit clients, particularly in the Senior Living sector. Jim brings to Solaris Advisors his 20 + years of experience and expertise in […]

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We Still Work

Look What’s in the Toolbox…Talking Liquid Alternatives

Look what’s in the Toolbox….Talking about Liquid Alternatives With the stock market recently reaching new highs, varying explanations abound. One explanation that is hard to ignore is that the Fed’s zero interest rate policy has held bond yields below the true rate of inflation and consequently is forcing investors to take more risk to make […]

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beltandbraces

Reducing Portfolio Risk (Bonds?) in a Zero Interest Rate Environment

Reducing Portfolio Risk (Bonds?) in a Zero Interest Rate Environment Typically, the majority of risk in a balanced portfolio resides in the equity portion of the portfolio. According to Alpha Simplex, virtually all of the risk in a 50/50 portfolio comes from equities and a whopping 82% comes from equities in a portfolio with just […]

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risk parity

Risk Parity; Another Look at Asset Allocation

Risk Parity; Another Look at Asset Allocation The last 3 years of sizzling domestic equity returns and solid bond total returns have left many purveyors of alternative strategies scratching their heads, as their sophisticated approaches have largely fallen short. Following the extreme volatility of the internet bust of 2000-2002 and then the financial crisis of […]

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