Many wealth managers talk a good game but offer little substance to back it up. At Traust Sollus, we believe in showing, not just telling. That’s why we track key metrics that demonstrate the value we deliver to our clients.
total additional cash flow we identified and helped our clients generate in 2015
average additional cash flow each of our clients generated in 2015
~153 basis points
average additional after-tax performance our clients have received on equities managed using our tax overlay technology
portion of Traust Sollus clients surveyed who are satisfied or extremely satisfied with their experience with our firm and wealth advisors
average length of time our wealth management clients have been with Traust Sollus
- Explore case studies of the results Traust Sollus clients have experienced.