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.

Traust Sollus at a glance
  • Founded in 1982

    Well-established, well-resourced firm registered with the SEC

  • Privately owned

    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