Solomon Investment Group, Inc.

Overview

Solomon Investment Group, Inc. is a small, privately owned advisory firm that serves individual and family clients. The firm combines advisory services—portfolio management for individuals and small businesses—with insurance brokerage and educational seminars, which suggests a practice focused on retirement planning, risk-transfer solutions and client education. Fee arrangements are a mix of percentage-of-AUM and hourly charges, indicating flexibility to work on both ongoing investment relationships and project-based or planning engagements. Investment posture appears conservative at the aggregate level: cash and cash equivalents make up the largest portion of reported assets, but the firm also uses a broad toolkit when client needs require it. That toolkit includes mutual funds and annuities for core allocation and income needs, alongside allocations to third‑party alternative managers for clients who qualify for less liquid or more specialized strategies. Solomon Investment Group is not positioned as an ESG-focused or multi-state adviser and does not describe itself as a capital allocator; instead it relies on external managers and product wrappers to implement client strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices