Sollinda Capital Management LLC

Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, and also acts as a sub-advisor to other registered investment advisers. The firm delivers tailored investment programs that include account onboarding, periodic monitoring, and implementation of strategy-specific allocations.

Investment work is carried out across multiple proprietary strategies — including Core, Tactical, Global Thematic Trend, Active Risk-Focused Equity and Income, and an Enhanced S&P 500 approach — and draws on charting, cyclical, fundamental, technical, and quantitative analysis. SCM primarily uses liquid public securities such as ETFs, mutual funds, equities, fixed income and, when appropriate, alternative vehicles, and generally manages accounts on a discretionary basis with an emphasis on allocation and risk management.

Compared with many multi-advisor firms, SCM has a number of uncommon affiliations and business arrangements: some advisory representatives are also registered representatives of broker-dealers, hold CPA credentials, or sell insurance products (including annuities), and the firm provides sub-advisory services to other RIAs and manages a portfolio for a hedge-fund vehicle affiliated with an owner. SCM also notes custody arrangements that include third-party standing letters of authorization and discloses potential conflicts tied to commission-based insurance sales and outside business activities, which the firm describes in its policies and disclosures.