Solebury Asset Management LLC

Solebury Asset Management provides investment advisory services primarily to high‑net‑worth individuals (including trusts, estates and retirement accounts) and also works with corporate clients such as pension and profit‑sharing plans. Services include ongoing portfolio management across a range of securities and account structures, plus pension consulting and plan‑related guidance for 401(k)-type plans.

The firm constructs client‑specific allocations by considering financial situation, risk tolerance, investment horizon and tax considerations, and employs a mix of fundamental, technical, quantitative, macro and behavioral analysis. Portfolios may include mutual funds, ETFs, equities, fixed income, closed‑end funds, options, margin, model portfolios, alternative investments and variable annuity sub‑accounts, with periodic rebalancing and tax‑loss harvesting where appropriate.

Noteworthy aspects that differ from many solo independent advisers are its role as a sponsor of a wrap‑fee program, its affiliation with insurance activities and registered‑representative arrangements that permit commissionable insurance and brokerage transactions, and an explicit pension consulting practice for plan sponsors. The firm’s brochure discloses it manages roughly $74.25 million in discretionary assets and $10.28 million in non‑discretionary assets and identifies the related conflicts of interest tied to wrap fees, insurance commissions and broker‑dealer relationships.