Investing built for decades, not headlines.
Solstice manages concentrated, low-turnover portfolios for people who would rather own fewer businesses well than chase every market move.
Minimum account size $25,000 · Advisory, not brokerage
Model portfolio, since inception
+142.6%▲ 11.4% this year
2019202120232026
$1.8B+Assets under advisement
4,200+Households served
14.2%10-year annualized return
2011Founded, in Boston
Three ideas guide every decision we make
No proprietary formulas, no black boxes — just a discipline we're willing to explain in full.
Own businesses, not tickers
We research companies the way an owner would, reading annual reports before charts and treating a share as a claim on real cash flows.
Concentration over diversification
A typical portfolio holds 18–24 positions. We'd rather know a small number of businesses deeply than a large number superficially.
Patience is a strategy
Average holding period across the firm is over six years. We size positions to survive volatility, not to react to it.
Opening an account takes four steps
Most clients are fully onboarded within two weeks.
01
Introductory call
30 minutes to understand your goals, time horizon, and existing holdings.
02
Proposal
We share a written proposal: target allocation, fee schedule, and expected risk.
03
Account funding
Assets transfer directly from your existing custodian — we never take custody ourselves.
04
Ongoing reporting
Quarterly letters and a live portfolio view, with no minimum contact requirement.
“They talk about our portfolio the way we'd talk about it ourselves — in terms of businesses, not benchmarks.”— A client since 2018
Ask us anything before you commit to anything
Leave your details and a portfolio manager will reach out within one business day — no obligation, no sales script.