An independent boutique, by design
Traust Sollus is structured for the benefit of you — our client — because we can only flourish and thrive if you do.
As an employee-owned firm, we have the ability to control our growth to ensure we never compromise the quality of the advice and service you receive. Because we do not sell proprietary products, you can feel secure knowing that the investment decisions we make in your portfolio will always be in your best interest.
Founded in 1982
Well-established, well-resourced firm registered with the SEC
Nimble structure enhances descision-making and ability to align incentives
Non-proprietary investment platform
No proprietary products or compensation for selecting third-party products
130 individuals and families served
Low client-to-team member ratio
22 team members
Flexible, dynamic environment with offices in New York, NY and Princeton, NJ